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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 | $179,671 | $215,361-16.6% | $171,082+5.0% | $273,972-34.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 20.92% | 25.14%-4.2pp | 32.56%-11.6pp | 41.46%-20.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,791 | $5,543-31.6% | $4,797-21.0% | $5,287-28.3% |
| Admin fee / account holder | $5,855 | $10,846-46.0% | $8,520-31.3% | $10,133-42.2% |