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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 | $39,617 | $78,520-49.5% | $96,576-59.0% | $82,448-51.9% |
| Participation rate | 74.1% | 77.7%-3.7pp | 81.4%-7.4pp | 68.1%+6.0pp |
| Annual return | 17.87% | 41.30%-23.4pp | 38.47%-20.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,803 | $6,754-14.1% | $7,956-27.1% | $4,139+40.2% |
| Admin fee / account holder | $2,425 | $13,455-82.0% | $11,381-78.7% | $7,234-66.5% |