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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 | $51,182 | $97,289-47.4% | $92,805-44.8% | $155,188-67.0% |
| Participation rate | 91.7% | 84.2%+7.5pp | 83.5%+8.2pp | 80.8%+10.9pp |
| Annual return | 14.98% | 29.03%-14.0pp | 31.59%-16.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,282 | $8,795-39.9% | $8,448-37.5% | $6,531-19.1% |
| Admin fee / account holder | $1,515 | $12,015-87.4% | $10,911-86.1% | $14,480-89.5% |