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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 | $54,912 | $102,609-46.5% | $98,090-44.0% | $138,895-60.5% |
| Participation rate | 81.3% | 82.8%-1.5pp | 81.5%-0.3pp | 79.9%+1.3pp |
| Annual return | 23.47% | 36.44%-13.0pp | 37.05%-13.6pp | 145.39%-121.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,213 | $8,167+98.5% | $7,845+106.7% | $6,396+153.5% |
| Admin fee / account holder | $6,015 | $11,434-47.4% | $11,815-49.1% | $12,562-52.1% |