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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 | $43,320 | $74,535-41.9% | $100,712-57.0% | $82,637-47.6% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.3%+16.4pp | 68.1%+17.7pp |
| Annual return | 13.64% | 18.92%-5.3pp | 33.27%-19.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,023 | $3,074-1.7% | $4,085-26.0% | $4,126-26.7% |
| Admin fee / account holder | $2,484 | $6,576-62.2% | $9,256-73.2% | $7,339-66.2% |