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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 | $60,594 | $106,749-43.2% | $145,433-58.3% | $82,448-26.5% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 16.63% | 27.59%-11.0pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,609 | $6,519+32.1% | $7,897+9.0% | $4,139+108.0% |
| Admin fee / account holder | $1,866 | $8,390-77.8% | $13,129-85.8% | $7,234-74.2% |