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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 | $64,411 | $77,574-17.0% | $108,753-40.8% | $86,983-25.9% |
| Participation rate | 93.5% | 62.3%+31.2pp | 71.1%+22.4pp | 69.5%+23.9pp |
| Annual return | 12.21% | 18.42%-6.2pp | 37.47%-25.3pp | 25.83%-13.6pp |
| Employer contribution / active EE | -$1 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,378 | $3,128+167.8% | $4,115+103.6% | $4,194+99.8% |
| Admin fee / account holder | $18,503 | $6,529+183.4% | $10,320+79.3% | $7,856+135.5% |