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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 | $151,831 | $99,032+53.3% | $80,022+89.7% | $135,380+12.2% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | 7.18% | 15.39%-8.2pp | 11.22%-4.0pp | 519.81%-512.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,548 | $4,282-63.9% | $3,686-58.0% | $5,609-72.4% |
| Admin fee / account holder | $21,275 | $10,436+103.9% | $6,521+226.2% | $10,828+96.5% |