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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 | $109,638 | $102,609+6.9% | $98,090+11.8% | $138,895-21.1% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 16.31% | 36.44%-20.1pp | 37.05%-20.7pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,761 | $8,167-41.7% | $7,845-39.3% | $6,396-25.6% |
| Admin fee / account holder | $619 | $11,434-94.6% | $11,815-94.8% | $12,562-95.1% |