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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 | $152,428 | $124,425+22.5% | $112,040+36.0% | $137,256+11.1% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 14.66% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,875 | $5,718-32.2% | $5,098-24.0% | $6,407-39.5% |
| Admin fee / account holder | $2,011 | $15,207-86.8% | $12,098-83.4% | $12,270-83.6% |