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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 | $100,146 | $114,712-12.7% | $173,730-42.4% | $87,485+14.5% |
| Participation rate | 93.0% | 73.0%+20.0pp | 79.6%+13.5pp | 68.9%+24.1pp |
| Annual return | 12.14% | 20.18%-8.0pp | 19.96%-7.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,135 | $4,642+75.3% | $6,326+28.6% | $4,274+90.4% |
| Admin fee / account holder | $2,757 | $10,210-73.0% | $17,523-84.3% | $7,775-64.5% |