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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 | $46,275 | $77,574-40.3% | $108,753-57.4% | $86,983-46.8% |
| Participation rate | 79.2% | 62.3%+16.9pp | 71.1%+8.2pp | 69.5%+9.7pp |
| Annual return | 18.06% | 18.42%-0.4pp | 37.47%-19.4pp | 25.83%-7.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,045 | $3,128-2.7% | $4,115-26.0% | $4,194-27.4% |
| Admin fee / account holder | $6,770 | $6,529+3.7% | $10,320-34.4% | $7,856-13.8% |