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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 | $107,672 | $88,996+21.0% | $78,004+38.0% | $138,895-22.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 12.21% | 28.03%-15.8pp | 31.07%-18.9pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,864 | $4,724-60.6% | $4,092-54.5% | $6,396-70.9% |
| Admin fee / account holder | $4,510 | $8,807-48.8% | $7,578-40.5% | $12,562-64.1% |