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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,753 | $97,020+180.1% | $83,327+226.1% | $135,380+100.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -5.47% | 12.31%-17.8pp | 10.64%-16.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,259 | $5,964-62.1% | $5,565-59.4% | $5,609-59.7% |
| Admin fee / account holder | $2,172 | $8,426-74.2% | $7,540-71.2% | $10,828-79.9% |