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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 | $117,674 | $77,358+52.1% | $102,184+15.2% | $87,485+34.5% |
| Participation rate | 84.4% | 78.7%+5.7pp | 82.6%+1.8pp | 68.9%+15.4pp |
| Annual return | 19.47% | 41.11%-21.6pp | 31.58%-12.1pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,351 | $6,753+157.0% | $8,309+108.8% | $4,274+306.0% |
| Admin fee / account holder | $13,092 | $6,809+92.3% | $11,609+12.8% | $7,775+68.4% |