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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 | $129,160 | $116,203+11.2% | $93,621+38.0% | $152,897-15.5% |
| Participation rate | 92.3% | 78.1%+14.3pp | 75.8%+16.5pp | 82.5%+9.9pp |
| Annual return | 19.22% | 35.96%-16.7pp | 32.76%-13.5pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,411 | $4,605-47.6% | $4,070-40.8% | $5,851-58.8% |
| Admin fee / account holder | $6,883 | $10,751-36.0% | $7,890-12.8% | $11,599-40.7% |