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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 | $73,123 | $115,931-36.9% | $185,441-60.6% | $86,983-15.9% |
| Participation rate | 80.0% | 73.6%+6.4pp | 80.3%-0.3pp | 69.5%+10.5pp |
| Annual return | 15.32% | 21.47%-6.1pp | 20.16%-4.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,977 | $4,551+97.3% | $6,152+45.9% | $4,194+114.1% |
| Admin fee / account holder | $2,848 | $10,687-73.4% | $17,890-84.1% | $7,856-63.8% |