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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 | $86,654 | $72,177+20.1% | $115,038-24.7% | $59,633+45.3% |
| Participation rate | 78.8% | 72.6%+6.2pp | 81.4%-2.6pp | 68.7%+10.1pp |
| Annual return | 5.54% | 12.02%-6.5pp | 26.14%-20.6pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,015 | $4,783-37.0% | $6,026-50.0% | $3,192-5.5% |
| Admin fee / account holder | $6,696 | $4,927+35.9% | $8,175-18.1% | $4,297+55.8% |