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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 | $54,425 | $78,520-30.7% | $96,576-43.6% | $82,448-34.0% |
| Participation rate | 74.6% | 77.7%-3.2pp | 81.4%-6.9pp | 68.1%+6.5pp |
| Annual return | 23.72% | 41.30%-17.6pp | 38.47%-14.7pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,091 | $6,754+49.4% | $7,956+26.8% | $4,139+143.8% |
| Admin fee / account holder | $4,771 | $13,455-64.5% | $11,381-58.1% | $7,234-34.1% |