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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 | $68,481 | $107,809-36.5% | $90,657-24.5% | $135,379-49.4% |
| Participation rate | 78.6% | 78.0%+0.5pp | 74.0%+4.5pp | 82.6%-4.1pp |
| Annual return | 11.97% | -0.90%+12.9pp | 1.89%+10.1pp | 519.79%-507.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,900 | $3,872-25.1% | $3,424-15.3% | $5,609-48.3% |
| Admin fee / account holder | $633 | $5,931-89.3% | $4,994-87.3% | $10,828-94.2% |