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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 | $67,972 | $65,034+4.5% | $90,970-25.3% | $79,856-14.9% |
| Participation rate | 76.6% | 61.6%+15.0pp | 69.0%+7.6pp | 69.6%+7.0pp |
| Annual return | 13.52% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,516 | $2,512+0.1% | $3,373-25.4% | $3,741-32.7% |
| Admin fee / account holder | $3,231 | $4,536-28.8% | $5,961-45.8% | $5,306-39.1% |