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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 | $129,931 | $117,895+10.2% | $102,460+26.8% | $145,897-10.9% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 15.30% | 31.92%-16.6pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,931 | $5,736-14.0% | $5,056-2.5% | $6,689-26.3% |
| Admin fee / account holder | $2,962 | $13,353-77.8% | $9,460-68.7% | $13,390-77.9% |