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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 | $104,160 | $106,524-2.2% | $152,301-31.6% | $87,485+19.1% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.4%-11.0pp | 68.9%+2.5pp |
| Annual return | 44.38% | 26.89%+17.5pp | 80.50%-36.1pp | 26.06%+18.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,385 | $6,525+181.8% | $8,004+129.7% | $4,274+330.2% |
| Admin fee / account holder | $30,297 | $8,287+265.6% | $14,398+110.4% | $7,775+289.7% |