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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 | $80,994 | $172,111-52.9% | $150,298-46.1% | $137,256-41.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 12.41% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,868 | $6,166-37.3% | $5,453-29.1% | $6,407-39.6% |
| Admin fee / account holder | $1,589 | $16,471-90.4% | $14,116-88.7% | $12,270-87.1% |