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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 | $80,426 | $126,661-36.5% | $113,397-29.1% | $138,895-42.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.5%+15.8pp | 79.9%+12.4pp |
| Annual return | 11.75% | 25.05%-13.3pp | 23.20%-11.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,867 | $5,693+3.1% | $5,076+15.6% | $6,396-8.3% |
| Admin fee / account holder | $6,366 | $14,549-56.2% | $11,957-46.8% | $12,562-49.3% |