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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 | $42,726 | $100,970-57.7% | $96,576-55.8% | $137,256-68.9% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 48.70% | 38.16%+10.5pp | 38.47%+10.2pp | 220.34%-171.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,875 | $8,286-29.1% | $7,956-26.2% | $6,407-8.3% |
| Admin fee / account holder | $6,893 | $11,312-39.1% | $11,381-39.4% | $12,270-43.8% |