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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 | $102,609-32.0% | $98,090-28.9% | $138,895-49.8% |
| Participation rate | 72.2% | 82.8%-10.6pp | 81.5%-9.3pp | 79.9%-7.7pp |
| Annual return | 19.45% | 36.44%-17.0pp | 37.05%-17.6pp | 145.39%-125.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,016 | $8,167-63.1% | $7,845-61.5% | $6,396-52.8% |
| Admin fee / account holder | $5,656 | $11,434-50.5% | $11,815-52.1% | $12,562-55.0% |