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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 | $57,848 | $143,969-59.8% | $199,883-71.1% | $82,637-30.0% |
| Participation rate | 93.6% | 84.1%+9.5pp | 86.8%+6.9pp | 68.1%+25.6pp |
| Annual return | 18.73% | 25.67%-6.9pp | 43.81%-25.1pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,778 | $6,937-16.7% | $9,138-36.8% | $4,126+40.0% |
| Admin fee / account holder | $641 | $14,597-95.6% | $17,268-96.3% | $7,339-91.3% |