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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 | $78,520+49.9% | $96,576+21.8% | $82,448+42.7% |
| Participation rate | 84.4% | 77.7%+6.6pp | 81.4%+2.9pp | 68.1%+16.3pp |
| Annual return | 19.47% | 41.30%-21.8pp | 38.47%-19.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,351 | $6,754+156.9% | $7,956+118.1% | $4,139+319.2% |
| Admin fee / account holder | $13,092 | $13,455-2.7% | $11,381+15.0% | $7,234+81.0% |