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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 | $47,427 | $106,749-55.6% | $145,433-67.4% | $82,448-42.5% |
| Participation rate | 71.9% | 75.6%-3.8pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 19.12% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,846 | $6,519+112.4% | $7,897+75.3% | $4,139+234.5% |
| Admin fee / account holder | $1,983 | $8,390-76.4% | $13,129-84.9% | $7,234-72.6% |