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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 | $108,086 | $115,225-6.2% | $100,712+7.3% | $138,895-22.2% |
| Participation rate | 84.2% | 74.3%+9.9pp | 69.3%+14.9pp | 79.9%+4.3pp |
| Annual return | 14.09% | 40.35%-26.3pp | 33.27%-19.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,255 | $4,699-30.7% | $4,085-20.3% | $6,396-49.1% |
| Admin fee / account holder | $10,216 | $10,844-5.8% | $9,256+10.4% | $12,562-18.7% |