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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 | $66,609 | $59,839+11.3% | $81,991-18.8% | $79,852-16.6% |
| Participation rate | 78.9% | 61.6%+17.3pp | 69.3%+9.7pp | 69.6%+9.3pp |
| Annual return | 26.28% | 17.56%+8.7pp | 41.31%-15.0pp | 31.72%-5.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,157 | $2,695-20.0% | $3,722-42.1% | $3,740-42.3% |
| Admin fee / account holder | $1,680 | $4,287-60.8% | $5,665-70.3% | $5,306-68.3% |