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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 | $54,629 | $62,583-12.7% | $76,767-28.8% | $64,173-14.9% |
| Participation rate | 90.6% | 72.8%+17.7pp | 77.0%+13.6pp | 69.6%+21.0pp |
| Annual return | 10.05% | -1.95%+12.0pp | 2.43%+7.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,686 | $3,145-14.6% | $3,852-30.3% | $3,470-22.6% |
| Admin fee / account holder | $2,908 | $4,667-37.7% | $6,675-56.4% | $4,887-40.5% |