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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 | $146,595 | $57,590+154.5% | $86,233+70.0% | $82,448+77.8% |
| Participation rate | 87.3% | 57.9%+29.4pp | 69.0%+18.3pp | 68.1%+19.2pp |
| Annual return | 22.01% | 22.41%-0.4pp | 61.39%-39.4pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,589 | $3,080+471.1% | $4,559+285.8% | $4,139+324.9% |
| Admin fee / account holder | $5,900 | $4,730+24.7% | $8,342-29.3% | $7,234-18.4% |