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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 | $37,210 | $56,287-33.9% | $80,977-54.0% | $62,881-40.8% |
| Participation rate | 91.9% | 68.9%+22.9pp | 75.8%+16.1pp | 69.3%+22.6pp |
| Annual return | 7.34% | 22.13%-14.8pp | 17.11%-9.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,826 | $4,196-8.8% | $5,696-32.8% | $3,203+19.5% |
| Admin fee / account holder | $336 | $3,742-91.0% | $5,517-93.9% | $4,296-92.2% |