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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 | $96,245 | $65,027+48.0% | $90,970+5.8% | $79,852+20.5% |
| Participation rate | 91.4% | 61.6%+29.8pp | 69.0%+22.4pp | 69.6%+21.8pp |
| Annual return | 13.22% | 30.45%-17.2pp | 134.58%-121.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,448 | $2,512-42.3% | $3,373-57.1% | $3,740-61.3% |
| Admin fee / account holder | $6,711 | $4,535+48.0% | $5,960+12.6% | $5,306+26.5% |