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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 | $76,217 | $106,749-28.6% | $145,433-47.6% | $82,448-7.6% |
| Participation rate | 73.8% | 75.6%-1.8pp | 82.1%-8.3pp | 68.1%+5.8pp |
| Annual return | 19.35% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,490 | $6,519+60.9% | $7,897+32.8% | $4,139+153.4% |
| Admin fee / account holder | $3,867 | $8,390-53.9% | $13,129-70.5% | $7,234-46.5% |