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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 | $124,425-30.5% | $112,040-22.8% | $137,256-37.0% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 15.87% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,404 | $5,718+12.0% | $5,098+25.6% | $6,4070% |
| Admin fee / account holder | $585 | $15,207-96.2% | $12,098-95.2% | $12,270-95.2% |