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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 | $77,358+4.7% | $102,184-20.7% | $87,485-7.4% |
| Participation rate | 81.8% | 78.7%+3.1pp | 82.6%-0.8pp | 68.9%+12.9pp |
| Annual return | 27.37% | 41.11%-13.7pp | 31.58%-4.2pp | 26.06%+1.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,100 | $6,753+64.4% | $8,309+33.6% | $4,274+159.7% |
| Admin fee / account holder | $3,060 | $6,809-55.1% | $11,609-73.6% | $7,775-60.6% |