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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 | $84,438 | $228,395-63.0% | $185,861-54.6% | $158,982-46.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 21.13% | 40.82%-19.7pp | 35.96%-14.8pp | 302.99%-281.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,535 | $6,417-29.3% | $5,634-19.5% | $5,983-24.2% |
| Admin fee / account holder | $14,951 | $11,869+26.0% | $9,503+57.3% | $11,252+32.9% |