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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 | $53,272 | $51,606+3.2% | $129,339-58.8% | $80,911-34.2% |
| Participation rate | 97.4% | 57.0%+40.5pp | 69.6%+27.8pp | 67.6%+29.8pp |
| Annual return | 12.32% | 20.76%-8.4pp | 9437.05%-9424.7pp | 35.63%-23.3pp |
| Employer contribution / active EE | $54 | $1,582-96.6% | $4,154-98.7% | $2,756-98.0% |
| Participant deferral / active EE | $3,377 | $2,669+26.5% | $4,170-19.0% | $4,297-21.4% |
| Admin fee / account holder | $7,727 | $4,310+79.3% | $7,668+0.8% | $6,935+11.4% |