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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 | $221,941 | $124,425+78.4% | $112,040+98.1% | $137,256+61.7% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 14.59% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,614 | $5,718-54.3% | $5,098-48.7% | $6,407-59.2% |
| Admin fee / account holder | $4,630 | $15,207-69.5% | $12,098-61.7% | $12,270-62.3% |