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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 | $90,430 | $76,551+18.1% | $123,894-27.0% | $62,881+43.8% |
| Participation rate | 71.1% | 73.0%-1.9pp | 81.4%-10.4pp | 69.3%+1.7pp |
| Annual return | 9.52% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,591 | $4,840-25.8% | $5,984-40.0% | $3,203+12.1% |
| Admin fee / account holder | $1,575 | $4,826-67.4% | $8,357-81.2% | $4,296-63.3% |