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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 | $49,025 | $72,269-32.2% | $101,271-51.6% | $79,852-38.6% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 26.86% | 22.29%+4.6pp | 46.48%-19.6pp | 31.72%-4.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,775 | $3,282+45.5% | $4,371+9.3% | $3,740+27.7% |
| Admin fee / account holder | $2,059 | $4,401-53.2% | $5,948-65.4% | $5,306-61.2% |