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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 | $100,220 | $156,398-35.9% | $147,318-32.0% | $138,895-27.8% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 20.81% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,984 | $8,237-3.1% | $7,906+1.0% | $6,396+24.8% |
| Admin fee / account holder | $5,457 | $14,976-63.6% | $13,708-60.2% | $12,562-56.6% |