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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 | $162,048 | $106,267+52.5% | $96,520+67.9% | $139,456+16.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 15.08% | 38.45%-23.4pp | 35.72%-20.6pp | 373.45%-358.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,040 | $5,454-25.9% | $4,879-17.2% | $6,711-39.8% |
| Admin fee / account holder | $1,829 | $7,882-76.8% | $6,733-72.8% | $11,407-84.0% |