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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 | $42,188 | $77,358-45.5% | $102,184-58.7% | $87,485-51.8% |
| Participation rate | 83.3% | 78.7%+4.7pp | 82.6%+0.7pp | 68.9%+14.4pp |
| Annual return | 22.88% | 41.11%-18.2pp | 31.58%-8.7pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,883 | $6,753+76.0% | $8,309+43.0% | $4,274+178.1% |
| Admin fee / account holder | $2,211 | $6,809-67.5% | $11,609-80.9% | $7,775-71.6% |