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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 | $190,745 | $103,393+84.5% | $87,103+119.0% | $152,909+24.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 21.96% | 28.10%-6.1pp | 28.19%-6.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,096 | $4,778-35.2% | $4,049-23.5% | $5,851-47.1% |
| Admin fee / account holder | $5,465 | $12,195-55.2% | $7,491-27.1% | $11,601-52.9% |