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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 | $84,527 | $72,272+17.0% | $101,264-16.5% | $79,858+5.8% |
| Participation rate | 78.4% | 68.5%+9.9pp | 75.8%+2.6pp | 69.6%+8.7pp |
| Annual return | 24.73% | 22.30%+2.4pp | 46.48%-21.8pp | 31.72%-7.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,136 | $3,282+117.4% | $4,370+63.3% | $3,740+90.8% |
| Admin fee / account holder | $1,331 | $4,401-69.7% | $5,947-77.6% | $5,306-74.9% |