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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 | $128,920 | $157,296-18.0% | $141,191-8.7% | $152,897-15.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.16% | 64.34%-41.2pp | 71.41%-48.2pp | 345.43%-322.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,061 | $7,111-0.7% | $6,710+5.2% | $5,851+20.7% |
| Admin fee / account holder | $5,455 | $12,125-55.0% | $10,264-46.9% | $11,599-53.0% |