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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 | $61,251 | $106,524-42.5% | $152,301-59.8% | $87,485-30.0% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 20.20% | 26.89%-6.7pp | 80.50%-60.3pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $19,671 | $6,525+201.5% | $8,004+145.8% | $4,274+360.3% |
| Admin fee / account holder | $4,002 | $8,287-51.7% | $14,398-72.2% | $7,775-48.5% |