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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 | $56,376 | $115,903-51.4% | $100,528-43.9% | $158,966-64.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.17% | 34.80%-18.6pp | 30.90%-14.7pp | 302.95%-286.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,860 | $6,677-27.2% | $6,271-22.5% | $5,983-18.8% |
| Admin fee / account holder | $7,020 | $11,000-36.2% | $8,084-13.2% | $11,250-37.6% |