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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 | $34,729 | $56,894-39.0% | $84,753-59.0% | $62,881-44.8% |
| Participation rate | 73.4% | 68.5%+4.9pp | 76.6%-3.2pp | 69.3%+4.1pp |
| Annual return | 7.09% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,105 | $2,709-59.2% | $3,712-70.2% | $3,203-65.5% |
| Admin fee / account holder | $1,436 | $3,581-59.9% | $5,333-73.1% | $4,296-66.6% |