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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 | $136,860-24.7% | $120,344-14.4% | $154,746-33.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.13% | 21.38%-9.2pp | 20.30%-8.2pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,302 | $5,793+43.3% | $5,135+61.7% | $6,730+23.4% |
| Admin fee / account holder | $17,210 | $15,393+11.8% | $12,742+35.1% | $14,365+19.8% |