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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 | $66,050 | $78,690-16.1% | $161,489-59.1% | $87,485-24.5% |
| Participation rate | 71.0% | 67.5%+3.5pp | 78.7%-7.7pp | 68.9%+2.0pp |
| Annual return | 15.48% | 32.74%-17.3pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,893 | $3,311+108.2% | $5,630+22.4% | $4,274+61.3% |
| Admin fee / account holder | $11,511 | $6,724+71.2% | $16,006-28.1% | $7,775+48.1% |