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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 | $90,293 | $232,540-61.2% | $185,117-51.2% | $147,586-38.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 11.73% | 43.03%-31.3pp | 40.50%-28.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,030 | $5,834-65.2% | $5,045-59.8% | $5,439-62.7% |
| Admin fee / account holder | $840 | $10,275-91.8% | $8,159-89.7% | $10,886-92.3% |