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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 | $61,229 | $117,846-48.0% | $102,434-40.2% | $145,884-58.0% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 12.88% | 31.90%-19.0pp | 29.46%-16.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,025 | $5,733+109.7% | $5,055+137.9% | $6,690+79.7% |
| Admin fee / account holder | $5,365 | $13,356-59.8% | $9,462-43.3% | $13,392-59.9% |