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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 | $48,132 | $107,666-55.3% | $102,184-52.9% | $154,746-68.9% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 16.60% | 29.33%-12.7pp | 31.58%-15.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,514 | $8,719+43.5% | $8,309+50.6% | $6,730+85.9% |
| Admin fee / account holder | $6,124 | $12,943-52.7% | $11,609-47.2% | $14,365-57.4% |