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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 | $100,970-30.9% | $96,576-27.8% | $137,256-49.2% |
| Participation rate | 72.2% | 82.6%-10.4pp | 81.4%-9.2pp | 80.0%-7.7pp |
| Annual return | 19.45% | 38.16%-18.7pp | 38.47%-19.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,016 | $8,286-63.6% | $7,956-62.1% | $6,407-52.9% |
| Admin fee / account holder | $5,656 | $11,312-50.0% | $11,381-50.3% | $12,270-53.9% |