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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 | $49,307 | $56,544-12.8% | $75,501-34.7% | $70,126-29.7% |
| Participation rate | 80.0% | 68.1%+11.9pp | 72.4%+7.6pp | 69.5%+10.5pp |
| Annual return | 21.90% | 23.59%-1.7pp | 27.35%-5.4pp | 73.15%-51.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,355 | $2,580+146.4% | $3,142+102.3% | $3,332+90.8% |
| Admin fee / account holder | $4,123 | $3,827+7.7% | $5,801-28.9% | $4,645-11.3% |