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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 | $83,730 | $98,776-15.2% | $149,745-44.1% | $79,856+4.9% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.1pp |
| Annual return | 25.70% | 27.38%-1.7pp | 276.72%-251.0pp | 31.71%-6.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,530 | $5,681+50.1% | $6,843+24.6% | $3,741+128.0% |
| Admin fee / account holder | $12,298 | $6,053+103.2% | $9,312+32.1% | $5,306+131.8% |