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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 | $59,197 | $114,013-48.1% | $103,693-42.9% | $155,188-61.9% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.4pp | 80.8%-8.6pp |
| Annual return | 11.56% | 49.31%-37.7pp | 47.61%-36.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,046 | $4,970-18.6% | $4,579-11.7% | $6,531-38.1% |
| Admin fee / account holder | $9,762 | $8,407+16.1% | $7,858+24.2% | $14,480-32.6% |