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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 | $22,026 | $102,609-78.5% | $98,090-77.5% | $138,895-84.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 81.5%+10.1pp | 79.9%+11.7pp |
| Annual return | 18.32% | 36.44%-18.1pp | 37.05%-18.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,278 | $8,167+25.9% | $7,845+31.0% | $6,396+60.7% |
| Admin fee / account holder | $8,700 | $11,434-23.9% | $11,815-26.4% | $12,562-30.7% |