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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 | $56,037 | $73,787-24.1% | $98,716-43.2% | $82,448-32.0% |
| Participation rate | 81.3% | 61.4%+19.9pp | 69.3%+12.0pp | 68.1%+13.3pp |
| Annual return | 16.94% | 18.57%-1.6pp | 31.81%-14.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,161 | $3,081-29.9% | $4,048-46.6% | $4,139-47.8% |
| Admin fee / account holder | $2,113 | $6,500-67.5% | $8,703-75.7% | $7,234-70.8% |