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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 | $69,735 | $97,289-28.3% | $92,805-24.9% | $155,188-55.1% |
| Participation rate | 72.2% | 84.2%-12.0pp | 83.5%-11.3pp | 80.8%-8.6pp |
| Annual return | 19.45% | 29.03%-9.6pp | 31.59%-12.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,016 | $8,795-65.7% | $8,448-64.3% | $6,531-53.8% |
| Admin fee / account holder | $5,656 | $12,015-52.9% | $10,911-48.2% | $14,480-60.9% |