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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 | $95,539 | $87,166+9.6% | $76,735+24.5% | $137,256-30.4% |
| Participation rate | 72.7% | 74.4%-1.6pp | 69.5%+3.2pp | 80.0%-7.2pp |
| Annual return | 13.96% | 26.50%-12.5pp | 29.77%-15.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,599 | $4,726-23.9% | $4,088-12.0% | $6,407-43.8% |
| Admin fee / account holder | $2,391 | $8,403-71.5% | $7,189-66.7% | $12,270-80.5% |