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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 | $92,861 | $49,249+88.6% | $70,476+31.8% | $79,852+16.3% |
| Participation rate | 78.4% | 69.2%+9.2pp | 75.1%+3.3pp | 69.6%+8.7pp |
| Annual return | 11.41% | 30.09%-18.7pp | 109.12%-97.7pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,437 | $2,769+24.1% | $3,710-7.4% | $3,740-8.1% |
| Admin fee / account holder | $3,795 | $2,878+31.9% | $3,847-1.4% | $5,306-28.5% |