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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 | $139,594 | $106,749+30.8% | $145,433-4.0% | $82,448+69.3% |
| Participation rate | 72.6% | 75.6%-3.0pp | 82.1%-9.5pp | 68.1%+4.5pp |
| Annual return | 17.93% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,335 | $6,519+165.9% | $7,897+119.5% | $4,139+318.8% |
| Admin fee / account holder | $10,831 | $8,390+29.1% | $13,129-17.5% | $7,234+49.7% |