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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 | $70,267 | $106,749-34.2% | $145,433-51.7% | $82,448-14.8% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 32.57% | 27.59%+5.0pp | 66.58%-34.0pp | 41.64%-9.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,404 | $6,519+105.6% | $7,897+69.7% | $4,139+223.8% |
| Admin fee / account holder | $7,425 | $8,390-11.5% | $13,129-43.4% | $7,234+2.6% |