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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 | $46,936 | $77,962-39.8% | $178,540-73.7% | $80,935-42.0% |
| Participation rate | 82.0% | 65.7%+16.3pp | 77.1%+4.9pp | 67.7%+14.3pp |
| Annual return | 13.83% | 18.10%-4.3pp | 27.15%-13.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,239 | $4,404+41.7% | $6,281-0.7% | $4,299+45.1% |
| Admin fee / account holder | $3,161 | $7,156-55.8% | $10,424-69.7% | $6,924-54.4% |