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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 | $138,408 | $104,098+33.0% | $140,514-1.5% | $94,015+47.2% |
| Participation rate | 97.0% | 73.7%+23.3pp | 77.8%+19.2pp | 70.8%+26.1pp |
| Annual return | 13.94% | 15.14%-1.2pp | 14.36%-0.4pp | 17.84%-3.9pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,418 | $4,033+83.9% | $4,919+50.8% | $4,249+74.6% |
| Admin fee / account holder | $21,665 | $10,439+107.5% | $13,697+58.2% | $8,951+142.0% |