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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 | $69,786 | $114,013-38.8% | $103,693-32.7% | $155,188-55.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.1pp | 80.8%-3.0pp |
| Annual return | 32.33% | 49.31%-17.0pp | 47.61%-15.3pp | 148.84%-116.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,135 | $4,970+244.8% | $4,579+274.2% | $6,531+162.4% |
| Admin fee / account holder | $11,613 | $8,407+38.1% | $7,858+47.8% | $14,480-19.8% |