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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 | $95,376 | $107,809-11.5% | $97,032-1.7% | $155,188-38.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 14.37% | 38.06%-23.7pp | 35.38%-21.0pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,595 | $5,129-68.9% | $4,672-65.9% | $6,531-75.6% |
| Admin fee / account holder | $737 | $10,717-93.1% | $9,418-92.2% | $14,480-94.9% |