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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 | $96,008 | $106,749-10.1% | $145,433-34.0% | $82,448+16.4% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 16.89% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $26 | $3,444-99.3% | $4,554-99.4% | $2,551-99.0% |
| Participant deferral / active EE | $6,935 | $6,519+6.4% | $7,897-12.2% | $4,139+67.5% |
| Admin fee / account holder | $6,309 | $8,390-24.8% | $13,129-51.9% | $7,234-12.8% |