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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 | $106,524-43.1% | $152,301-60.2% | $87,485-30.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 16.63% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,609 | $6,525+31.9% | $8,004+7.6% | $4,274+101.4% |
| Admin fee / account holder | $1,866 | $8,287-77.5% | $14,398-87.0% | $7,775-76.0% |