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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 | $86,371 | $127,387-32.2% | $115,038-24.9% | $125,389-31.1% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 0.29% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,466 | $6,423+94.1% | $6,026+106.9% | $5,352+132.9% |
| Admin fee / account holder | $7,987 | $9,516-16.1% | $8,175-2.3% | $9,541-16.3% |