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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 | $108,812 | $177,595-38.7% | $148,496-26.7% | $198,609-45.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 6.01% | 9.97%-4.0pp | 12.33%-6.3pp | 202.70%-196.7pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $25,412 | $5,539+358.8% | $4,808+428.5% | $6,977+264.2% |
| Admin fee / account holder | $78,260 | $27,010+189.7% | $19,547+300.4% | $19,030+311.2% |