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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 | $54,258 | $112,729-51.9% | $98,716-45.0% | $137,256-60.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 13.73% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,572 | $4,640-66.1% | $4,048-61.2% | $6,407-75.5% |
| Admin fee / account holder | $1,513 | $10,129-85.1% | $8,703-82.6% | $12,270-87.7% |