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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 | $49,451 | $73,978-33.2% | $96,515-48.8% | $75,173-34.2% |
| Participation rate | 76.2% | 66.4%+9.8pp | 74.3%+1.8pp | 67.2%+9.0pp |
| Annual return | 14.22% | 26.72%-12.5pp | 35.73%-21.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,969 | $3,660+35.8% | $4,880+1.8% | $4,126+20.4% |
| Admin fee / account holder | $4,003 | $5,219-23.3% | $6,735-40.6% | $5,651-29.2% |