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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 | $103,687 | $73,787+40.5% | $98,716+5.0% | $82,448+25.8% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.3%+4.0pp | 68.1%+5.3pp |
| Annual return | 15.67% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,469 | $3,081+12.6% | $4,048-14.3% | $4,139-16.2% |
| Admin fee / account holder | $11,138 | $6,500+71.4% | $8,703+28.0% | $7,234+54.0% |