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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 | $53,373 | $106,864-50.1% | $147,318-63.8% | $82,637-35.4% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 15.85% | 27.49%-11.6pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,552 | $6,496+16.3% | $7,906-4.5% | $4,126+83.0% |
| Admin fee / account holder | $2,617 | $8,415-68.9% | $13,708-80.9% | $7,339-64.3% |