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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 | $67,772 | $56,544+19.9% | $75,501-10.2% | $70,126-3.4% |
| Participation rate | 71.1% | 68.1%+3.0pp | 72.4%-1.2pp | 69.5%+1.6pp |
| Annual return | 19.26% | 23.59%-4.3pp | 27.35%-8.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,095 | $2,580+58.7% | $3,142+30.3% | $3,332+22.9% |
| Admin fee / account holder | $4,144 | $3,827+8.3% | $5,801-28.6% | $4,645-10.8% |