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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 | $106,588-35.0% | $94,215-26.4% | $155,188-55.3% |
| Participation rate | 90.0% | 74.3%+15.7pp | 70.0%+20.0pp | 80.8%+9.2pp |
| Annual return | 14.35% | 29.39%-15.0pp | 28.22%-13.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,797 | $4,802-0.1% | $4,276+12.2% | $6,531-26.5% |
| Admin fee / account holder | $3,537 | $12,281-71.2% | $10,216-65.4% | $14,480-75.6% |