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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 | $107,666-60.3% | $102,184-58.2% | $154,746-72.4% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 48.70% | 29.33%+19.4pp | 31.58%+17.1pp | 172.34%-123.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,875 | $8,719-32.6% | $8,309-29.3% | $6,730-12.7% |
| Admin fee / account holder | $6,893 | $12,943-46.7% | $11,609-40.6% | $14,365-52.0% |