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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 | $191,069 | $97,289+96.4% | $92,805+105.9% | $155,188+23.1% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 11.38% | 29.03%-17.7pp | 31.59%-20.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,376 | $8,795-16.1% | $8,448-12.7% | $6,531+12.9% |
| Admin fee / account holder | $5,055 | $12,015-57.9% | $10,911-53.7% | $14,480-65.1% |