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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 | $77,574-22.7% | $108,753-44.8% | $86,983-31.0% |
| Participation rate | 97.5% | 62.3%+35.2pp | 71.1%+26.4pp | 69.5%+28.0pp |
| Annual return | 27.47% | 18.42%+9.1pp | 37.47%-10.0pp | 25.83%+1.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,347 | $3,128+134.9% | $4,115+78.6% | $4,194+75.2% |
| Admin fee / account holder | $11,893 | $6,529+82.2% | $10,320+15.2% | $7,856+51.4% |