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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 | $125,871 | $106,524+18.2% | $152,301-17.4% | $87,485+43.9% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.4%+2.0pp | 68.9%+15.5pp |
| Annual return | 17.92% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,290 | $6,525+73.0% | $8,004+41.1% | $4,274+164.2% |
| Admin fee / account holder | $9,753 | $8,287+17.7% | $14,398-32.3% | $7,775+25.4% |