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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 | $91,703 | $106,524-13.9% | $152,301-39.8% | $87,485+4.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 18.85% | 26.89%-8.0pp | 80.50%-61.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,859 | $6,525+81.7% | $8,004+48.2% | $4,274+177.5% |
| Admin fee / account holder | $407 | $8,287-95.1% | $14,398-97.2% | $7,775-94.8% |