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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 | $86,553 | $76,551+13.1% | $123,894-30.1% | $62,881+37.6% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 18.72% | 18.68%0pp | 47.52%-28.8pp | 20.14%-1.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,237 | $4,840-53.8% | $5,984-62.6% | $3,203-30.2% |
| Admin fee / account holder | $507 | $4,826-89.5% | $8,357-93.9% | $4,296-88.2% |