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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 | $180,362 | $107,733+67.4% | $92,985+94.0% | $154,746+16.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.39% | 30.39%-13.0pp | 27.99%-10.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,632 | $5,053+169.8% | $4,377+211.5% | $6,730+102.5% |
| Admin fee / account holder | $2,322 | $11,369-79.6% | $9,463-75.5% | $14,365-83.8% |