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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 | $76,407 | $123,793-38.3% | $177,827-57.0% | $79,858-4.3% |
| Participation rate | 74.3% | 84.7%-10.4pp | 87.7%-13.4pp | 69.6%+4.7pp |
| Annual return | 23.30% | 22.82%+0.5pp | 48.32%-25.0pp | 31.72%-8.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,358 | $5,956-43.6% | $7,713-56.5% | $3,740-10.2% |
| Admin fee / account holder | $1,936 | $7,243-73.3% | $12,429-84.4% | $5,306-63.5% |