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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 | $48,932 | $108,825-55.0% | $156,181-68.7% | $82,448-40.7% |
| Participation rate | 77.9% | 72.4%+5.6pp | 78.8%-0.9pp | 68.1%+9.9pp |
| Annual return | 19.52% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,918 | $4,577-14.4% | $6,132-36.1% | $4,139-5.4% |
| Admin fee / account holder | $3,086 | $9,341-67.0% | $14,586-78.8% | $7,234-57.3% |