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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 | $76,471 | $77,492-1.3% | $100,398-23.8% | $80,911-5.5% |
| Participation rate | 98.0% | 76.9%+21.0pp | 81.5%+16.5pp | 67.6%+30.3pp |
| Annual return | 15.27% | 37.23%-22.0pp | 49.32%-34.1pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,638 | $6,817+144.1% | $8,084+105.8% | $4,297+287.2% |
| Admin fee / account holder | $9,438 | $5,892+60.2% | $7,893+19.6% | $6,935+36.1% |