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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 | $77,157 | $72,486+6.4% | $87,103-11.4% | $72,976+5.7% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 21.21% | 24.46%-3.2pp | 28.19%-7.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,882 | $3,270+18.7% | $4,049-4.1% | $3,608+7.6% |
| Admin fee / account holder | $2,853 | $5,055-43.6% | $7,491-61.9% | $5,124-44.3% |