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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 | $86,508 | $136,860-36.8% | $120,344-28.1% | $154,746-44.1% |
| Participation rate | 87.0% | 79.9%+7.1pp | 76.7%+10.2pp | 80.7%+6.3pp |
| Annual return | 15.87% | 21.38%-5.5pp | 20.30%-4.4pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,404 | $5,793+10.5% | $5,135+24.7% | $6,730-4.9% |
| Admin fee / account holder | $585 | $15,393-96.2% | $12,742-95.4% | $14,365-95.9% |