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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 | $59,988 | $73,787-18.7% | $98,716-39.2% | $82,448-27.2% |
| Participation rate | 97.5% | 61.4%+36.1pp | 69.3%+28.2pp | 68.1%+29.4pp |
| Annual return | 27.47% | 18.57%+8.9pp | 31.81%-4.3pp | 41.64%-14.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,347 | $3,081+138.4% | $4,048+81.5% | $4,139+77.5% |
| Admin fee / account holder | $11,893 | $6,500+83.0% | $8,703+36.7% | $7,234+64.4% |