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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 | $40,833 | $72,177-43.4% | $115,037-64.5% | $59,633-31.5% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | 13.42% | 12.02%+1.4pp | 26.14%-12.7pp | 2041.40%-2028.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,338 | $4,783-30.2% | $6,026-44.6% | $3,192+4.6% |
| Admin fee / account holder | $554 | $4,927-88.8% | $8,175-93.2% | $4,297-87.1% |