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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 | $51,972 | $94,031-44.7% | $115,768-55.1% | $82,448-37.0% |
| Participation rate | 88.5% | 70.4%+18.0pp | 74.4%+14.1pp | 68.1%+20.4pp |
| Annual return | 20.10% | 20.61%-0.5pp | 100.46%-80.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,174 | $3,972+256.9% | $4,917+188.3% | $4,139+242.4% |
| Admin fee / account holder | $3,260 | $10,249-68.2% | $12,439-73.8% | $7,234-54.9% |