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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 | $153,429 | $86,949+76.5% | $102,460+49.7% | $80,959+89.5% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 14.39% | 18.89%-4.5pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,848 | $4,121+139.0% | $5,056+94.8% | $4,300+129.0% |
| Admin fee / account holder | $19,096 | $8,048+137.3% | $9,460+101.9% | $6,925+175.7% |