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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 | $80,987 | $78,520+3.1% | $96,576-16.1% | $82,448-1.8% |
| Participation rate | 81.8% | 77.7%+4.1pp | 81.4%+0.4pp | 68.1%+13.8pp |
| Annual return | 27.37% | 41.30%-13.9pp | 38.47%-11.1pp | 41.64%-14.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,100 | $6,754+64.3% | $7,956+39.5% | $4,139+168.2% |
| Admin fee / account holder | $3,060 | $13,455-77.3% | $11,381-73.1% | $7,234-57.7% |