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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 | $55,429 | $76,551-27.6% | $123,894-55.3% | $62,881-11.9% |
| Participation rate | 73.4% | 73.0%+0.5pp | 81.4%-8.0pp | 69.3%+4.1pp |
| Annual return | 9.40% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,650 | $4,840+99.4% | $5,984+61.3% | $3,203+201.3% |
| Admin fee / account holder | $3,317 | $4,826-31.3% | $8,357-60.3% | $4,296-22.8% |