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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 | $52,879 | $72,273-26.8% | $101,275-47.8% | $79,856-33.8% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 10.71% | 22.30%-11.6pp | 46.48%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,092 | $3,282-5.8% | $4,371-29.2% | $3,741-17.3% |
| Admin fee / account holder | $1,862 | $4,401-57.7% | $5,948-68.7% | $5,306-64.9% |