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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 | $112,893 | $197,625-42.9% | $177,840-36.5% | $158,966-29.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 24.16% | 58.76%-34.6pp | 48.32%-24.2pp | 302.95%-278.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,293 | $8,405-48.9% | $7,714-44.3% | $5,983-28.2% |
| Admin fee / account holder | $11,125 | $15,405-27.8% | $12,431-10.5% | $11,250-1.1% |