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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 | $28,878 | $71,353-59.5% | $92,805-68.9% | $86,983-66.8% |
| Participation rate | 84.0% | 80.9%+3.1pp | 83.5%+0.5pp | 69.5%+14.5pp |
| Annual return | 17.92% | 44.68%-26.8pp | 31.59%-13.7pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,086 | $6,966+44.8% | $8,448+19.4% | $4,194+140.5% |
| Admin fee / account holder | $27,304 | $6,099+347.7% | $10,911+150.3% | $7,856+247.6% |