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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 | $72,801 | $81,358-10.5% | $155,556-53.2% | $80,959-10.1% |
| Participation rate | 87.9% | 66.3%+21.6pp | 78.2%+9.7pp | 67.7%+20.2pp |
| Annual return | 14.03% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,718 | $3,455+65.5% | $5,631+1.5% | $4,300+33.0% |
| Admin fee / account holder | $1,514 | $7,994-81.1% | $15,885-90.5% | $6,925-78.1% |