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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 | $31,770 | $209,336-84.8% | $197,124-83.9% | $137,256-76.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 18.49% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,564 | $9,614-31.7% | $9,135-28.1% | $6,407+2.5% |
| Admin fee / account holder | $484 | $17,308-97.2% | $16,298-97.0% | $12,270-96.1% |