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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 | $34,440 | $81,358-57.7% | $155,556-77.9% | $80,959-57.5% |
| Participation rate | 71.9% | 66.3%+5.6pp | 78.2%-6.3pp | 67.7%+4.2pp |
| Annual return | 11.30% | 33.39%-22.1pp | 64.84%-53.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,714 | $3,455-21.4% | $5,631-51.8% | $4,300-36.9% |
| Admin fee / account holder | $1,546 | $7,994-80.7% | $15,885-90.3% | $6,925-77.7% |