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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 | $69,313 | $88,996-22.1% | $78,004-11.1% | $138,895-50.1% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.4%+20.6pp | 79.9%+10.1pp |
| Annual return | 14.35% | 28.03%-13.7pp | 31.07%-16.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,797 | $4,724+1.6% | $4,092+17.2% | $6,396-25.0% |
| Admin fee / account holder | $3,537 | $8,807-59.8% | $7,578-53.3% | $12,562-71.8% |