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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 | $113,177 | $93,598+20.9% | $135,974-16.8% | $75,173+50.6% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 16.57% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,640 | $6,405+3.7% | $7,760-14.4% | $4,126+60.9% |
| Admin fee / account holder | $10,056 | $6,978+44.1% | $10,767-6.6% | $5,651+78.0% |