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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 | $67,629 | $93,064-27.3% | $74,577-9.3% | $273,972-75.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.16% | 26.18%-15.0pp | 20.47%-9.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,074 | $4,160-50.1% | $3,458-40.0% | $5,287-60.8% |
| Admin fee / account holder | $4,282 | $5,273-18.8% | $4,138+3.5% | $10,133-57.7% |