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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 | $131,364 | $145,431-9.7% | $211,142-37.8% | $87,485+50.2% |
| Participation rate | 92.3% | 84.7%+7.6pp | 87.3%+5.0pp | 68.9%+23.4pp |
| Annual return | 20.09% | 27.21%-7.1pp | 46.84%-26.7pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,290 | $6,859+64.6% | $9,284+21.6% | $4,274+164.2% |
| Admin fee / account holder | $4,849 | $17,052-71.6% | $19,076-74.6% | $7,775-37.6% |