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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 | $49,717 | $77,574-35.9% | $108,753-54.3% | $86,983-42.8% |
| Participation rate | 74.1% | 62.3%+11.8pp | 71.1%+3.0pp | 69.5%+4.5pp |
| Annual return | 13.45% | 18.42%-5.0pp | 37.47%-24.0pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,344 | $3,128+70.8% | $4,115+29.9% | $4,194+27.4% |
| Admin fee / account holder | $4,978 | $6,529-23.8% | $10,320-51.8% | $7,856-36.6% |