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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 | $139,137 | $172,111-19.2% | $150,298-7.4% | $137,256+1.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 11.55% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,949 | $6,166+45.1% | $5,453+64.1% | $6,407+39.7% |
| Admin fee / account holder | $8,711 | $16,471-47.1% | $14,116-38.3% | $12,270-29.0% |