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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 | $139,390 | $147,556-5.5% | $129,031+8.0% | $198,609-29.8% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 10.10% | 37.41%-27.3pp | 34.67%-24.6pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,437 | $5,760-23.0% | $5,217-15.0% | $6,977-36.4% |
| Admin fee / account holder | $2,377 | $15,467-84.6% | $13,208-82.0% | $19,030-87.5% |