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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 | $77,509 | $124,330-37.7% | $109,173-29.0% | $167,536-53.7% |
| Participation rate | 81.3% | 79.5%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 23.44% | 26.04%-2.6pp | 25.75%-2.3pp | 478.82%-455.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,071 | $5,256-60.6% | $4,654-55.5% | $6,342-67.3% |
| Admin fee / account holder | $431 | $7,974-94.6% | $6,755-93.6% | $12,315-96.5% |