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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 | $43,294 | $76,834-43.7% | $108,359-60.0% | $87,485-50.5% |
| Participation rate | 92.9% | 61.7%+31.1pp | 70.1%+22.7pp | 68.9%+23.9pp |
| Annual return | 18.77% | 19.09%-0.3pp | 36.89%-18.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1 | $1,556-99.9% | $2,399-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,630 | $3,100-15.2% | $4,137-36.4% | $4,274-38.5% |
| Admin fee / account holder | $4,864 | $6,537-25.6% | $9,741-50.1% | $7,775-37.4% |