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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 | $34,403 | $81,358-57.7% | $155,556-77.9% | $80,959-57.5% |
| Participation rate | 98.0% | 66.3%+31.7pp | 78.2%+19.7pp | 67.7%+30.3pp |
| Annual return | 23.10% | 33.39%-10.3pp | 64.84%-41.7pp | 35.67%-12.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,800 | $3,455+270.4% | $5,631+127.3% | $4,300+197.6% |
| Admin fee / account holder | $1,518 | $7,994-81.0% | $15,885-90.4% | $6,925-78.1% |