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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 | $58,893 | $106,749-44.8% | $145,433-59.5% | $82,448-28.6% |
| Participation rate | 77.9% | 75.6%+2.3pp | 82.1%-4.2pp | 68.1%+9.9pp |
| Annual return | 19.57% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,057 | $6,519+100.3% | $7,897+65.3% | $4,139+215.4% |
| Admin fee / account holder | $7,356 | $8,390-12.3% | $13,129-44.0% | $7,234+1.7% |