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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 | $61,775 | $79,955-22.7% | $98,461-37.3% | $75,173-17.8% |
| Participation rate | 82.9% | 70.4%+12.5pp | 75.2%+7.7pp | 67.2%+15.7pp |
| Annual return | 15.77% | 19.75%-4.0pp | 21.17%-5.4pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,114 | $3,752+9.6% | $4,738-13.2% | $4,126-0.3% |
| Admin fee / account holder | $590 | $6,841-91.4% | $8,961-93.4% | $5,651-89.6% |