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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 | $62,152 | $108,922-42.9% | $100,398-38.1% | $145,978-57.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.39% | 58.04%-39.6pp | 49.32%-30.9pp | 550.52%-532.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,715 | $8,450-56.0% | $8,084-54.0% | $6,690-44.5% |
| Admin fee / account holder | $540 | $9,680-94.4% | $7,893-93.2% | $13,400-96.0% |