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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 | $38,064 | $102,245-62.8% | $89,340-57.4% | $137,256-72.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.11% | 21.89%+1.2pp | 20.57%+2.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,014 | $4,436+418.7% | $3,823+502.0% | $6,407+259.2% |
| Admin fee / account holder | $7,758 | $8,085-4.1% | $6,704+15.7% | $12,270-36.8% |