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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 | $83,844 | $127,790-34.4% | $106,555-21.3% | $167,536-50.0% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 12.34% | 33.88%-21.5pp | 26.80%-14.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,339 | $5,088-34.4% | $4,399-24.1% | $6,342-47.4% |
| Admin fee / account holder | $11,728 | $11,229+4.4% | $7,408+58.3% | $12,315-4.8% |