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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 | $74,891 | $86,922-13.8% | $102,438-26.9% | $80,874-7.4% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 16.19% | 18.90%-2.7pp | 29.37%-13.2pp | 35.62%-19.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,169 | $4,119+122.6% | $5,054+81.4% | $4,297+113.4% |
| Admin fee / account holder | $3,582 | $8,050-55.5% | $9,448-62.1% | $6,935-48.4% |