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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 | $40,580 | $201,370-79.8% | $184,256-78.0% | $145,897-72.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 11.63% | 29.05%-17.4pp | 28.85%-17.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,848 | $9,808-20.0% | $9,133-14.1% | $6,689+17.3% |
| Admin fee / account holder | $309 | $16,364-98.1% | $13,899-97.8% | $13,390-97.7% |