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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 | $68,326 | $76,312-10.5% | $67,221+1.6% | $158,982-57.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.09% | 22.77%+1.3pp | 20.72%+3.4pp | 302.99%-278.9pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,533 | $5,264-51.9% | $4,384-42.2% | $5,983-57.7% |
| Admin fee / account holder | $951 | $8,005-88.1% | $5,844-83.7% | $11,252-91.5% |