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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 | $68,183 | $83,898-18.7% | $133,346-48.9% | $94,015-27.5% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.8%+2.2pp | 70.8%+4.2pp |
| Annual return | 15.09% | 16.00%-0.9pp | 36.85%-21.8pp | 17.84%-2.8pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,966 | $3,245+53.1% | $4,332+14.6% | $4,249+16.9% |
| Admin fee / account holder | $3,881 | $7,809-50.3% | $14,264-72.8% | $8,951-56.6% |