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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 | $98,620 | $109,359-9.8% | $162,177-39.2% | $72,975+35.1% |
| Participation rate | 70.6% | 84.3%-13.7pp | 87.6%-17.0pp | 69.5%+1.1pp |
| Annual return | 29.12% | 25.46%+3.7pp | 115.60%-86.5pp | 81.01%-51.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,545 | $5,481-17.1% | $7,297-37.7% | $3,608+26.0% |
| Admin fee / account holder | $3,251 | $7,972-59.2% | $10,843-70.0% | $5,124-36.6% |