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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 | $76,191 | $98,776-22.9% | $149,745-49.1% | $79,856-4.6% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.4pp |
| Annual return | 28.29% | 27.38%+0.9pp | 276.72%-248.4pp | 31.71%-3.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,884 | $5,681-14.0% | $6,843-28.6% | $3,741+30.6% |
| Admin fee / account holder | $21,170 | $6,053+249.8% | $9,312+127.4% | $5,306+299.0% |