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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 | $71,353-40.9% | $92,805-54.5% | $86,983-51.5% |
| Participation rate | 83.3% | 80.9%+2.5pp | 83.5%-0.2pp | 69.5%+13.8pp |
| Annual return | 22.88% | 44.68%-21.8pp | 31.59%-8.7pp | 25.83%-2.9pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,883 | $6,966+70.6% | $8,448+40.7% | $4,194+183.4% |
| Admin fee / account holder | $2,211 | $6,099-63.7% | $10,911-79.7% | $7,856-71.8% |