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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 | $34,461 | $101,618-66.1% | $93,063-63.0% | $137,256-74.9% |
| Participation rate | 82.4% | 74.9%+7.4pp | 72.1%+10.2pp | 80.0%+2.4pp |
| Annual return | 13.97% | 223.95%-210.0pp | 34.15%-20.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,595 | $4,279+7.4% | $3,958+16.1% | $6,407-28.3% |
| Admin fee / account holder | $1,928 | $6,198-68.9% | $6,033-68.0% | $12,270-84.3% |