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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 | $149,274 | $131,835+13.2% | $108,582+37.5% | $273,972-45.5% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.6%-3.4pp | 83.0%-6.8pp |
| Annual return | 6.05% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,489 | $5,127-71.0% | $4,311-65.5% | $5,287-71.8% |
| Admin fee / account holder | $10,780 | $10,253+5.1% | $7,645+41.0% | $10,133+6.4% |