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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 | $28,637 | $106,749-73.2% | $145,433-80.3% | $82,448-65.3% |
| Participation rate | 93.5% | 75.6%+17.8pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 23.72% | 27.59%-3.9pp | 66.58%-42.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,288 | $6,519+57.8% | $7,897+30.3% | $4,139+148.6% |
| Admin fee / account holder | $1,164 | $8,390-86.1% | $13,129-91.1% | $7,234-83.9% |