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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 | $38,131 | $64,359-40.8% | $90,161-57.7% | $70,126-45.6% |
| Participation rate | 97.6% | 70.4%+27.2pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 15.83% | 28.13%-12.3pp | 34.89%-19.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,299 | $4,389+66.3% | $5,287+38.1% | $3,332+119.1% |
| Admin fee / account holder | $2,561 | $3,945-35.1% | $5,943-56.9% | $4,645-44.9% |