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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 | $55,987 | $88,360-36.6% | $145,433-61.5% | $67,986-17.6% |
| Participation rate | 88.2% | 65.5%+22.8pp | 82.1%+6.1pp | 57.2%+31.0pp |
| Annual return | 44.59% | 63.15%-18.6pp | 66.58%-22.0pp | 31.67%+12.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $14,290 | $5,932+140.9% | $7,897+80.9% | $3,358+325.5% |
| Admin fee / account holder | $3,262 | $3,313-1.5% | $13,129-75.2% | $3,203+1.8% |