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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 | $25,558 | $181,062-85.9% | $158,223-83.8% | $155,188-83.5% |
| Participation rate | 94.7% | 82.7%+12.1pp | 79.2%+15.5pp | 80.8%+13.9pp |
| Annual return | 17.84% | 57.39%-39.5pp | 52.09%-34.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,997 | $6,134+111.9% | $5,467+137.7% | $6,531+99.0% |
| Admin fee / account holder | $8,113 | $18,825-56.9% | $16,047-49.4% | $14,480-44.0% |