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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 | $97,371 | $97,289+0.1% | $92,805+4.9% | $155,188-37.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 11.71% | 29.03%-17.3pp | 31.59%-19.9pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,955 | $8,795+47.3% | $8,448+53.4% | $6,531+98.4% |
| Admin fee / account holder | $44,671 | $12,015+271.8% | $10,911+309.4% | $14,480+208.5% |