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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 | $34,391 | $93,598-63.3% | $135,974-74.7% | $75,173-54.3% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 22.60% | 30.89%-8.3pp | 68.30%-45.7pp | 160.72%-138.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,395 | $6,405+31.1% | $7,760+8.2% | $4,126+103.5% |
| Admin fee / account holder | $696 | $6,978-90.0% | $10,767-93.5% | $5,651-87.7% |