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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 | $66,416 | $98,240-32.4% | $82,312-19.3% | $147,586-55.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 14.33% | 30.85%-16.5pp | 25.88%-11.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,685 | $4,383-61.6% | $3,706-54.5% | $5,439-69.0% |
| Admin fee / account holder | $2,506 | $8,563-70.7% | $5,608-55.3% | $10,886-77.0% |