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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 | $37,475 | $157,304-76.2% | $141,197-73.5% | $152,909-75.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 17.90% | 64.34%-46.4pp | 71.41%-53.5pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,513 | $7,111-50.6% | $6,710-47.7% | $5,851-40.0% |
| Admin fee / account holder | $1,437 | $12,126-88.2% | $10,265-86.0% | $11,601-87.6% |