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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,938 | $86,288-0.4% | $111,306-22.8% | $85,851+0.1% |
| Participation rate | 92.0% | 73.3%+18.7pp | 77.3%+14.7pp | 69.3%+22.7pp |
| Annual return | 42.24% | 19.99%+22.3pp | 54.67%-12.4pp | 318.63%-276.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,521 | $3,641+106.6% | $4,488+67.6% | $3,952+90.3% |
| Admin fee / account holder | $688 | $8,189-91.6% | $7,966-91.4% | $6,261-89.0% |