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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 | $61,925 | $76,551-19.1% | $123,894-50.0% | $62,881-1.5% |
| Participation rate | 73.0% | 73.0%0pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 6.31% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,153 | $4,840-14.2% | $5,984-30.6% | $3,203+29.7% |
| Admin fee / account holder | $323 | $4,826-93.3% | $8,357-96.1% | $4,296-92.5% |