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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 | $86,912 | $116,203-25.2% | $93,621-7.2% | $152,897-43.2% |
| Participation rate | 82.6% | 78.1%+4.6pp | 75.8%+6.8pp | 82.5%+0.2pp |
| Annual return | 18.24% | 35.96%-17.7pp | 32.76%-14.5pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,274 | $4,605+14.5% | $4,070+29.6% | $5,851-9.9% |
| Admin fee / account holder | $1,756 | $10,751-83.7% | $7,890-77.7% | $11,599-84.9% |