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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 | $40,091 | $54,541-26.5% | $78,778-49.1% | $70,126-42.8% |
| Participation rate | 73.5% | 60.8%+12.7pp | 69.2%+4.3pp | 69.5%+4.0pp |
| Annual return | 22.17% | 21.07%+1.1pp | 35.62%-13.5pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,395 | $2,210+53.6% | $2,958+14.8% | $3,332+1.9% |
| Admin fee / account holder | $2,300 | $3,709-38.0% | $5,134-55.2% | $4,645-50.5% |