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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 | $55,743 | $117,895-52.7% | $102,460-45.6% | $145,897-61.8% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 12.94% | 31.92%-19.0pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,314 | $5,736-24.8% | $5,056-14.7% | $6,689-35.5% |
| Admin fee / account holder | $19,729 | $13,353+47.8% | $9,460+108.6% | $13,390+47.3% |