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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 | $127,004 | $117,846+7.8% | $102,434+24.0% | $145,884-12.9% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 18.32% | 31.90%-13.6pp | 29.46%-11.1pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,625 | $5,733+50.4% | $5,055+70.6% | $6,690+28.9% |
| Admin fee / account holder | $10,429 | $13,356-21.9% | $9,462+10.2% | $13,392-22.1% |