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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 | $44,990 | $157,296-71.4% | $141,191-68.1% | $152,897-70.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 24.42% | 64.34%-39.9pp | 71.41%-47.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,854 | $7,111-45.8% | $6,710-42.6% | $5,851-34.1% |
| Admin fee / account holder | $1,125 | $12,125-90.7% | $10,264-89.0% | $11,599-90.3% |