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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 | $53,952 | $78,520-31.3% | $96,576-44.1% | $82,448-34.6% |
| Participation rate | 73.2% | 77.7%-4.5pp | 81.4%-8.2pp | 68.1%+5.1pp |
| Annual return | 19.79% | 41.30%-21.5pp | 38.47%-18.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,055 | $6,754-40.0% | $7,956-49.0% | $4,139-2.0% |
| Admin fee / account holder | $4,162 | $13,455-69.1% | $11,381-63.4% | $7,234-42.5% |