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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 | $113,339 | $99,875+13.5% | $146,866-22.8% | $86,983+30.3% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 20.30% | 28.10%-7.8pp | 102.85%-82.6pp | 25.83%-5.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,451 | $6,322+65.3% | $7,759+34.7% | $4,194+149.2% |
| Admin fee / account holder | $30,022 | $7,838+283.0% | $13,620+120.4% | $7,856+282.2% |