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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 | $99,056 | $72,027+37.5% | $185,835-46.7% | $79,852+24.1% |
| Participation rate | 71.4% | 65.8%+5.7pp | 78.0%-6.6pp | 69.6%+1.8pp |
| Annual return | 18.90% | 23.13%-4.2pp | 35.96%-17.1pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,046 | $3,780+33.5% | $5,633-10.4% | $3,740+34.9% |
| Admin fee / account holder | $4,061 | $4,513-10.0% | $9,502-57.3% | $5,306-23.5% |