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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 | $33,953 | $75,541-55.1% | $152,093-77.7% | $82,637-58.9% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 22.07% | 32.56%-10.5pp | 66.36%-44.3pp | 53.51%-31.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,452 | $3,206+7.7% | $5,451-36.7% | $4,126-16.3% |
| Admin fee / account holder | $809 | $6,405-87.4% | $14,497-94.4% | $7,339-89.0% |