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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 | $123,045 | $60,349+103.9% | $74,184+65.9% | $62,881+95.7% |
| Participation rate | 97.1% | 72.7%+24.4pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 5.35% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,624 | $2,856-8.1% | $3,550-26.1% | $3,203-18.1% |
| Admin fee / account holder | $1,958 | $4,261-54.1% | $5,586-65.0% | $4,296-54.4% |