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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 | $65,407 | $70,475-7.2% | $100,525-34.9% | $79,860-18.1% |
| Participation rate | 71.4% | 73.7%-2.2pp | 79.4%-8.0pp | 69.6%+1.8pp |
| Annual return | 17.81% | 21.90%-4.1pp | 30.89%-13.1pp | 31.72%-13.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,239 | $5,181+155.5% | $6,270+111.1% | $3,740+254.0% |
| Admin fee / account holder | $2,614 | $4,478-41.6% | $8,082-67.7% | $5,306-50.7% |