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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 | $55,794 | $75,541-26.1% | $152,093-63.3% | $82,637-32.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.13% | 32.56%-18.4pp | 66.36%-52.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,624 | $3,206+75.4% | $5,451+3.2% | $4,126+36.3% |
| Admin fee / account holder | $1,613 | $6,405-74.8% | $14,497-88.9% | $7,339-78.0% |