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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 | $34,910 | $107,666-67.6% | $102,184-65.8% | $154,746-77.4% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.6%-5.7pp | 80.7%-3.8pp |
| Annual return | 14.36% | 29.33%-15.0pp | 31.58%-17.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,395 | $8,719-3.7% | $8,309+1.0% | $6,730+24.7% |
| Admin fee / account holder | $6,337 | $12,943-51.0% | $11,609-45.4% | $14,365-55.9% |