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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 | $85,994 | $106,749-19.4% | $145,433-40.9% | $82,448+4.3% |
| Participation rate | 70.8% | 75.6%-4.9pp | 82.1%-11.4pp | 68.1%+2.7pp |
| Annual return | 16.55% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,638 | $6,519-13.5% | $7,897-28.6% | $4,139+36.2% |
| Admin fee / account holder | $938 | $8,390-88.8% | $13,129-92.9% | $7,234-87.0% |