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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 | $71,860 | $126,661-43.3% | $113,397-36.6% | $138,895-48.3% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.5%+5.3pp | 79.9%+1.9pp |
| Annual return | 17.91% | 25.05%-7.1pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,617 | $5,693+16.2% | $5,076+30.3% | $6,396+3.4% |
| Admin fee / account holder | $819 | $14,549-94.4% | $11,957-93.1% | $12,562-93.5% |