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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 | $62,248 | $45,050+38.2% | $63,018-1.2% | $70,126-11.2% |
| Participation rate | 79.4% | 69.5%+9.9pp | 74.8%+4.6pp | 69.5%+9.9pp |
| Annual return | 16.61% | 18.76%-2.2pp | 87.62%-71.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,205 | $2,466+30.0% | $3,330-3.7% | $3,332-3.8% |
| Admin fee / account holder | $3,018 | $2,834+6.5% | $3,601-16.2% | $4,645-35.0% |