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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 | $37,778 | $86,922-56.5% | $102,438-63.1% | $80,874-53.3% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.6%+16.1pp |
| Annual return | 13.17% | 18.90%-5.7pp | 29.37%-16.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,855 | $4,119+17.9% | $5,054-3.9% | $4,297+13.0% |
| Admin fee / account holder | $3,587 | $8,050-55.4% | $9,448-62.0% | $6,935-48.3% |