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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 | $76,834-21.9% | $108,359-44.6% | $87,485-31.4% |
| Participation rate | 97.5% | 61.7%+35.8pp | 70.1%+27.4pp | 68.9%+28.6pp |
| Annual return | 27.47% | 19.09%+8.4pp | 36.89%-9.4pp | 26.06%+1.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,347 | $3,100+137.0% | $4,137+77.6% | $4,274+71.9% |
| Admin fee / account holder | $11,893 | $6,537+81.9% | $9,741+22.1% | $7,775+53.0% |