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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 | $66,536 | $107,421-38.1% | $182,262-63.5% | $94,015-29.2% |
| Participation rate | 94.7% | 77.8%+17.0pp | 84.2%+10.5pp | 70.8%+23.9pp |
| Annual return | 17.90% | 21.32%-3.4pp | 140.60%-122.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,383 | $6,558+12.6% | $8,276-10.8% | $4,249+73.7% |
| Admin fee / account holder | $1,643 | $8,692-81.1% | $16,712-90.2% | $8,951-81.6% |