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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 | $67,733 | $86,294-21.5% | $111,303-39.1% | $85,856-21.1% |
| Participation rate | 89.1% | 73.3%+15.8pp | 77.3%+11.8pp | 69.3%+19.8pp |
| Annual return | 30.80% | 19.99%+10.8pp | 54.66%-23.9pp | 318.58%-287.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,256 | $3,641-10.6% | $4,487-27.4% | $3,952-17.6% |
| Admin fee / account holder | $6,420 | $8,189-21.6% | $7,966-19.4% | $6,261+2.5% |