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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 | $138,587 | $123,793+12.0% | $177,848-22.1% | $79,856+73.5% |
| Participation rate | 79.3% | 84.7%-5.3pp | 87.7%-8.4pp | 69.6%+9.7pp |
| Annual return | 12.51% | 22.82%-10.3pp | 48.33%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,592 | $5,956+10.7% | $7,714-14.5% | $3,741+76.2% |
| Admin fee / account holder | $2,098 | $7,243-71.0% | $12,431-83.1% | $5,306-60.5% |