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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 | $34,595 | $58,848-41.2% | $88,179-60.8% | $82,637-58.1% |
| Participation rate | 97.0% | 57.9%+39.1pp | 69.1%+27.8pp | 68.1%+28.9pp |
| Annual return | 23.29% | 22.76%+0.5pp | 64.97%-41.7pp | 53.51%-30.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,662 | $3,124+145.3% | $4,614+66.1% | $4,126+85.7% |
| Admin fee / account holder | $685 | $4,795-85.7% | $7,673-91.1% | $7,339-90.7% |