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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 | $102,996 | $124,425-17.2% | $112,040-8.1% | $137,256-25.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.13% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,302 | $5,718+45.2% | $5,098+62.9% | $6,407+29.6% |
| Admin fee / account holder | $17,210 | $15,207+13.2% | $12,098+42.3% | $12,270+40.3% |