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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 | $139,403 | $62,672+122.4% | $185,117-24.7% | $70,124+98.8% |
| Participation rate | 81.5% | 63.8%+17.7pp | 77.3%+4.2pp | 69.5%+11.9pp |
| Annual return | 17.58% | 40.79%-23.2pp | 40.50%-22.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,633 | $3,272+102.7% | $5,045+31.5% | $3,332+99.1% |
| Admin fee / account holder | $2,057 | $3,932-47.7% | $8,159-74.8% | $4,645-55.7% |