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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 | $140,405 | $58,587+139.7% | $83,322+68.5% | $64,173+118.8% |
| Participation rate | 80.0% | 72.0%+8.0pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -6.14% | 9.65%-15.8pp | 10.64%-16.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,944 | $4,654+27.7% | $5,565+6.8% | $3,470+71.3% |
| Admin fee / account holder | $10,250 | $9,279+10.5% | $7,540+35.9% | $4,887+109.7% |