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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 | $63,260 | $77,638-18.5% | $156,551-59.6% | $62,881+0.6% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | 24.21% | 50.33%-26.1pp | 32.23%-8.0pp | 20.14%+4.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,275 | $3,046+7.5% | $4,871-32.8% | $3,203+2.2% |
| Admin fee / account holder | $1,812 | $5,561-67.4% | $13,028-86.1% | $4,296-57.8% |