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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 | $29,083 | $185,312-84.3% | $161,489-82.0% | $154,746-81.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.33% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,127 | $6,350+43.7% | $5,630+62.1% | $6,730+35.6% |
| Admin fee / account holder | $3,598 | $18,654-80.7% | $16,006-77.5% | $14,365-75.0% |