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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 | $64,930 | $77,358-16.1% | $102,184-36.5% | $87,485-25.8% |
| Participation rate | 91.3% | 78.7%+12.6pp | 82.6%+8.7pp | 68.9%+22.4pp |
| Annual return | 23.57% | 41.11%-17.5pp | 31.58%-8.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,313 | $6,753+97.2% | $8,309+60.2% | $4,274+211.5% |
| Admin fee / account holder | $4,425 | $6,809-35.0% | $11,609-61.9% | $7,775-43.1% |