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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 | $26,704 | $78,520-66.0% | $96,576-72.3% | $82,448-67.6% |
| Participation rate | 96.3% | 77.7%+18.6pp | 81.4%+14.9pp | 68.1%+28.2pp |
| Annual return | 53.03% | 41.30%+11.7pp | 38.47%+14.6pp | 41.64%+11.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,378 | $6,754+172.1% | $7,956+131.0% | $4,139+344.0% |
| Admin fee / account holder | $4,605 | $13,455-65.8% | $11,381-59.5% | $7,234-36.3% |