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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 | $38,648 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 28.07% | 56.63%-28.6pp | 47.52%-19.4pp | 41.46%-13.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,293 | $6,343-16.5% | $5,984-11.5% | $5,287+0.1% |
| Admin fee / account holder | $2,050 | $9,817-79.1% | $8,357-75.5% | $10,133-79.8% |