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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 | $54,599 | $87,106-37.3% | $105,607-48.3% | $80,935-32.5% |
| Participation rate | 88.5% | 70.4%+18.0pp | 75.3%+13.2pp | 67.7%+20.8pp |
| Annual return | 14.42% | 17.01%-2.6pp | 116.11%-101.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,745 | $3,986+19.0% | $5,011-5.3% | $4,299+10.4% |
| Admin fee / account holder | $11,334 | $8,447+34.2% | $10,958+3.4% | $6,924+63.7% |