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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 | $56,142 | $39,132+43.5% | $57,196-1.8% | $62,881-10.7% |
| Participation rate | 70.3% | 70.5%-0.2pp | 75.3%-5.1pp | 69.3%+1.0pp |
| Annual return | 9.18% | 9.24%-0.1pp | 14.59%-5.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,065 | $2,374-55.2% | $3,096-65.6% | $3,203-66.8% |
| Admin fee / account holder | $19,939 | $2,594+668.7% | $3,141+534.9% | $4,296+364.2% |