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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 | $106,524-9.9% | $152,301-37.0% | $87,485+9.7% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 16.89% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $26 | $3,371-99.2% | $4,624-99.4% | $2,596-99.0% |
| Participant deferral / active EE | $6,935 | $6,525+6.3% | $8,004-13.4% | $4,274+62.3% |
| Admin fee / account holder | $6,309 | $8,287-23.9% | $14,398-56.2% | $7,775-18.8% |