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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 | $51,804 | $106,864-51.5% | $147,318-64.8% | $82,637-37.3% |
| Participation rate | 90.2% | 75.5%+14.7pp | 82.1%+8.1pp | 68.1%+22.1pp |
| Annual return | 23.36% | 27.49%-4.1pp | 70.43%-47.1pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,003 | $6,496+38.6% | $7,906+13.9% | $4,126+118.2% |
| Admin fee / account holder | $1,237 | $8,415-85.3% | $13,708-91.0% | $7,339-83.2% |