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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 | $23,457 | $124,425-81.1% | $112,040-79.1% | $137,256-82.9% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.5%+6.1pp | 80.0%+2.6pp |
| Annual return | 19.11% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,188 | $5,718-26.8% | $5,098-17.9% | $6,407-34.6% |
| Admin fee / account holder | $1,523 | $15,207-90.0% | $12,098-87.4% | $12,270-87.6% |