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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 | $113,307 | $56,894+99.2% | $84,753+33.7% | $62,881+80.2% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 4.71% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,011 | $2,709+11.2% | $3,712-18.9% | $3,203-6.0% |
| Admin fee / account holder | $10,435 | $3,581+191.4% | $5,333+95.7% | $4,296+142.9% |