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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 | $66,702 | $282,059-76.4% | $213,469-68.8% | $154,746-56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.17% | 20.90%-11.7pp | 20.58%-11.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,001 | $8,186-26.7% | $6,841-12.3% | $6,730-10.8% |
| Admin fee / account holder | $10,920 | $37,435-70.8% | $27,141-59.8% | $14,365-24.0% |