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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 | $71,860 | $167,415-57.1% | $140,514-48.9% | $198,609-63.8% |
| Participation rate | 81.8% | 80.9%+0.9pp | 77.8%+4.0pp | 82.4%-0.6pp |
| Annual return | 17.91% | 13.85%+4.1pp | 14.36%+3.6pp | 202.70%-184.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,617 | $5,579+18.6% | $4,919+34.5% | $6,977-5.2% |
| Admin fee / account holder | $819 | $16,730-95.1% | $13,697-94.0% | $19,030-95.7% |