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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 | $90,765 | $86,288+5.2% | $111,306-18.5% | $85,851+5.7% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 14.96% | 19.99%-5.0pp | 54.67%-39.7pp | 318.63%-303.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,628 | $3,641+27.1% | $4,488+3.1% | $3,952+17.1% |
| Admin fee / account holder | $7,386 | $8,189-9.8% | $7,966-7.3% | $6,261+18.0% |