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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 | $48,132 | $100,970-52.3% | $96,576-50.2% | $137,256-64.9% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 16.60% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,514 | $8,286+51.0% | $7,956+57.3% | $6,407+95.3% |
| Admin fee / account holder | $6,124 | $11,312-45.9% | $11,381-46.2% | $12,270-50.1% |