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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 | $75,114 | $100,262-25.1% | $81,370-7.7% | $145,897-48.5% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 11.51% | 34.52%-23.0pp | 24.85%-13.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,043 | $4,612-12.3% | $3,885+4.1% | $6,689-39.6% |
| Admin fee / account holder | $6,477 | $8,163-20.7% | $5,749+12.7% | $13,390-51.6% |