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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 | $139,180 | $228,352-39.0% | $185,835-25.1% | $158,966-12.4% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 12.18% | 40.81%-28.6pp | 35.96%-23.8pp | 302.95%-290.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,282 | $6,416-33.3% | $5,633-24.0% | $5,983-28.4% |
| Admin fee / account holder | $2,843 | $11,867-76.0% | $9,502-70.1% | $11,250-74.7% |