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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 | $69,058 | $86,298-20.0% | $111,308-38.0% | $85,847-19.6% |
| Participation rate | 86.7% | 73.3%+13.3pp | 77.3%+9.3pp | 69.3%+17.3pp |
| Annual return | 12.92% | 19.99%-7.1pp | 54.67%-41.7pp | 318.61%-305.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,797 | $3,641+4.3% | $4,487-15.4% | $3,952-3.9% |
| Admin fee / account holder | $8,279 | $8,189+1.1% | $7,965+3.9% | $6,261+32.2% |