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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 | $96,350 | $117,829-18.2% | $102,423-5.9% | $145,877-34.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 9.65% | 31.83%-22.2pp | 29.42%-19.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,907 | $5,732-66.7% | $5,054-62.3% | $6,691-71.5% |
| Admin fee / account holder | $13,116 | $13,335-1.6% | $9,455+38.7% | $13,402-2.1% |