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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 | $61,531 | $56,894+8.2% | $84,753-27.4% | $62,881-2.1% |
| Participation rate | 73.2% | 68.5%+4.6pp | 76.6%-3.4pp | 69.3%+3.9pp |
| Annual return | 5.33% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,330 | $2,709-14.0% | $3,712-37.2% | $3,203-27.3% |
| Admin fee / account holder | $2,084 | $3,581-41.8% | $5,333-60.9% | $4,296-51.5% |