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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 | $28,117 | $107,733-73.9% | $92,985-69.8% | $154,746-81.8% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 14.10% | 30.39%-16.3pp | 27.99%-13.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,114 | $5,053-18.6% | $4,377-6.0% | $6,730-38.9% |
| Admin fee / account holder | $5,784 | $11,369-49.1% | $9,463-38.9% | $14,365-59.7% |