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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 | $44,347 | $60,349-26.5% | $74,184-40.2% | $62,881-29.5% |
| Participation rate | 82.3% | 72.7%+9.5pp | 76.6%+5.6pp | 69.3%+13.0pp |
| Annual return | 6.21% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,941 | $2,856+73.0% | $3,550+39.2% | $3,203+54.3% |
| Admin fee / account holder | $4,584 | $4,261+7.6% | $5,586-17.9% | $4,296+6.7% |