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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 | $100,490 | $124,346-19.2% | $111,308-9.7% | $167,536-40.0% |
| Participation rate | 76.5% | 79.6%-3.2pp | 77.3%-0.9pp | 82.1%-5.6pp |
| Annual return | 15.35% | 37.45%-22.1pp | 54.67%-39.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,404 | $5,182-34.3% | $4,487-24.1% | $6,342-46.3% |
| Admin fee / account holder | $2,159 | $10,621-79.7% | $7,965-72.9% | $12,315-82.5% |