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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 | $87,647 | $79,961+9.6% | $98,462-11.0% | $75,177+16.6% |
| Participation rate | 91.4% | 70.4%+21.1pp | 75.2%+16.3pp | 67.2%+24.2pp |
| Annual return | 14.77% | 19.75%-5.0pp | 21.17%-6.4pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,455 | $3,753+45.4% | $4,738+15.1% | $4,126+32.2% |
| Admin fee / account holder | $12,024 | $6,842+75.7% | $8,875+35.5% | $5,651+112.8% |