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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 | $53,241 | $77,472-31.3% | $100,392-47.0% | $80,935-34.2% |
| Participation rate | 72.4% | 76.9%-4.5pp | 81.5%-9.1pp | 67.7%+4.8pp |
| Annual return | 12.97% | 37.26%-24.3pp | 49.45%-36.5pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,600 | $6,818-3.2% | $8,090-18.4% | $4,299+53.5% |
| Admin fee / account holder | $1,314 | $5,885-77.7% | $7,904-83.4% | $6,924-81.0% |