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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 | $82,595 | $153,311-46.1% | $109,313-24.4% | $273,972-69.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 9.18% | 29.86%-20.7pp | 22.07%-12.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,928 | $3,932-0.1% | $3,166+24.1% | $5,287-25.7% |
| Admin fee / account holder | $1,912 | $8,076-76.3% | $5,666-66.3% | $10,133-81.1% |