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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 | $117,923 | $104,251+13.1% | $91,004+29.6% | $147,586-20.1% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 16.06% | 27.06%-11.0pp | 4.60%+11.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,294 | $4,195-21.5% | $3,548-7.2% | $5,439-39.4% |
| Admin fee / account holder | $1,999 | $8,948-77.7% | $5,417-63.1% | $10,886-81.6% |