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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 | $32,818 | $56,287-41.7% | $80,977-59.5% | $62,881-47.8% |
| Participation rate | 92.3% | 68.9%+23.4pp | 75.8%+16.5pp | 69.3%+23.0pp |
| Annual return | 7.38% | 22.13%-14.7pp | 17.11%-9.7pp | 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 | $6,038 | $4,196+43.9% | $5,696+6.0% | $3,203+88.5% |
| Admin fee / account holder | $408 | $3,742-89.1% | $5,517-92.6% | $4,296-90.5% |