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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 | $81,668 | $115,903-29.5% | $100,528-18.8% | $158,966-48.6% |
| Participation rate | 82.6% | 81.6%+1.0pp | 79.4%+3.2pp | 82.0%+0.6pp |
| Annual return | 24.21% | 34.80%-10.6pp | 30.90%-6.7pp | 302.95%-278.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,655 | $6,677+89.5% | $6,271+101.8% | $5,983+111.5% |
| Admin fee / account holder | $10,745 | $11,000-2.3% | $8,084+32.9% | $11,250-4.5% |