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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 | $94,957 | $135,956-30.2% | $123,894-23.4% | $273,972-65.3% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 9.96% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,998 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $737 | $9,817-92.5% | $8,357-91.2% | $10,133-92.7% |