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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 | $54,446 | $93,346-41.7% | $71,796-24.2% | $273,972-80.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 9.13% | 130.39%-121.3pp | 78.04%-68.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,972 | $3,475-43.3% | $2,794-29.4% | $5,287-62.7% |
| Admin fee / account holder | $1,026 | $6,571-84.4% | $4,815-78.7% | $10,133-89.9% |