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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 | $104,869 | $115,810-9.4% | $101,271+3.6% | $158,966-34.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 7.78% | 56.15%-48.4pp | 46.48%-38.7pp | 302.95%-295.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,746 | $4,958-64.8% | $4,371-60.1% | $5,983-70.8% |
| Admin fee / account holder | $5,180 | $7,248-28.5% | $5,948-12.9% | $11,250-54.0% |