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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 | $70,793 | $87,733-19.3% | $106,554-33.6% | $85,851-17.5% |
| Participation rate | 86.7% | 71.9%+14.7pp | 76.1%+10.5pp | 69.3%+17.3pp |
| Annual return | 16.97% | 21.86%-4.9pp | 26.80%-9.8pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,686 | $3,469-51.4% | $4,398-61.7% | $3,952-57.3% |
| Admin fee / account holder | $1,164 | $6,767-82.8% | $7,408-84.3% | $6,261-81.4% |