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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 | $106,524+31.0% | $152,301-8.3% | $87,485+59.6% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.4%-9.8pp | 68.9%+3.7pp |
| Annual return | 17.93% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,335 | $6,525+165.7% | $8,004+116.6% | $4,274+305.6% |
| Admin fee / account holder | $10,831 | $8,287+30.7% | $14,398-24.8% | $7,775+39.3% |