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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 | $116,087 | $87,834+32.2% | $133,975-13.4% | $62,881+84.6% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 8.27% | 12.05%-3.8pp | 29.29%-21.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,636 | $4,812-24.4% | $6,282-42.1% | $3,203+13.5% |
| Admin fee / account holder | $735 | $5,372-86.3% | $9,324-92.1% | $4,296-82.9% |