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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 | $51,212 | $78,520-34.8% | $96,576-47.0% | $82,448-37.9% |
| Participation rate | 92.6% | 77.7%+14.9pp | 81.4%+11.2pp | 68.1%+24.5pp |
| Annual return | 19.53% | 41.30%-21.8pp | 38.47%-18.9pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,592 | $6,754+101.2% | $7,956+70.8% | $4,139+228.4% |
| Admin fee / account holder | $6,137 | $13,455-54.4% | $11,381-46.1% | $7,234-15.2% |