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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 | $56,367 | $77,638-27.4% | $156,551-64.0% | $62,881-10.4% |
| Participation rate | 86.2% | 71.2%+15.0pp | 84.0%+2.2pp | 69.3%+16.9pp |
| Annual return | 7.66% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,510 | $3,046+15.2% | $4,871-27.9% | $3,203+9.6% |
| Admin fee / account holder | $373 | $5,561-93.3% | $13,028-97.1% | $4,296-91.3% |