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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 | $50,061 | $123,793-59.6% | $177,840-71.9% | $79,852-37.3% |
| Participation rate | 72.7% | 84.7%-11.9pp | 87.7%-15.0pp | 69.6%+3.1pp |
| Annual return | 44.07% | 22.82%+21.2pp | 48.32%-4.3pp | 31.72%+12.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,786 | $5,956+30.7% | $7,714+0.9% | $3,740+108.2% |
| Admin fee / account holder | $2,894 | $7,243-60.0% | $12,431-76.7% | $5,306-45.5% |