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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 | $166,890 | $136,860+21.9% | $120,344+38.7% | $154,746+7.8% |
| Participation rate | 76.9% | 79.9%-3.0pp | 76.7%+0.2pp | 80.7%-3.8pp |
| Annual return | 14.34% | 21.38%-7.0pp | 20.30%-6.0pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,691 | $5,793+50.0% | $5,135+69.3% | $6,730+29.1% |
| Admin fee / account holder | $1,827 | $15,393-88.1% | $12,742-85.7% | $14,365-87.3% |