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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 | $136,860-47.5% | $120,344-40.3% | $154,746-53.6% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 17.91% | 21.38%-3.5pp | 20.30%-2.4pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,617 | $5,793+14.2% | $5,135+28.9% | $6,730-1.7% |
| Admin fee / account holder | $819 | $15,393-94.7% | $12,742-93.6% | $14,365-94.3% |