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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 | $65,018 | $181,062-64.1% | $158,223-58.9% | $155,188-58.1% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 20.26% | 57.39%-37.1pp | 52.09%-31.8pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,762 | $6,134+26.5% | $5,467+42.0% | $6,531+18.9% |
| Admin fee / account holder | $1,387 | $18,825-92.6% | $16,047-91.4% | $14,480-90.4% |