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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 | $80,343 | $88,996-9.7% | $78,004+3.0% | $138,895-42.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 18.05% | 28.03%-10.0pp | 31.07%-13.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,418 | $4,724+14.7% | $4,092+32.4% | $6,396-15.3% |
| Admin fee / account holder | $832 | $8,807-90.6% | $7,578-89.0% | $12,562-93.4% |