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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 | $174,379-20.2% | $152,093-8.5% | $138,895+0.2% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 11.55% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,949 | $6,159+45.3% | $5,451+64.2% | $6,396+39.9% |
| Admin fee / account holder | $8,711 | $16,880-48.4% | $14,497-39.9% | $12,562-30.7% |