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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 | $61,308 | $69,977-12.4% | $108,582-43.5% | $62,881-2.5% |
| Participation rate | 96.2% | 72.9%+23.3pp | 79.6%+16.7pp | 69.3%+26.9pp |
| Annual return | 9.45% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,150 | $3,165-0.5% | $4,311-26.9% | $3,203-1.7% |
| Admin fee / account holder | $2,315 | $5,076-54.4% | $7,645-69.7% | $4,296-46.1% |