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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 | $41,775 | $124,330-66.4% | $109,173-61.7% | $167,536-75.1% |
| Participation rate | 87.5% | 79.5%+8.0pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 21.19% | 26.04%-4.9pp | 25.75%-4.6pp | 478.82%-457.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $890 | $7,974-88.8% | $6,755-86.8% | $12,315-92.8% |