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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 | $113,484 | $106,749+6.3% | $145,433-22.0% | $82,448+37.6% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 21.84% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,546 | $6,519+123.2% | $7,897+84.2% | $4,139+251.4% |
| Admin fee / account holder | $6,625 | $8,390-21.0% | $13,129-49.5% | $7,234-8.4% |