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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 | $56,361 | $84,953-33.7% | $163,379-65.5% | $82,637-31.8% |
| Participation rate | 78.0% | 65.9%+12.1pp | 76.8%+1.2pp | 68.1%+9.9pp |
| Annual return | 13.51% | 23.07%-9.6pp | 63.41%-49.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,630 | $4,326+30.1% | $6,282-10.4% | $4,126+36.5% |
| Admin fee / account holder | $4,233 | $7,921-46.6% | $9,818-56.9% | $7,339-42.3% |