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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 | $74,535-37.9% | $100,712-54.1% | $82,637-44.0% |
| Participation rate | 79.2% | 61.2%+18.1pp | 69.3%+10.0pp | 68.1%+11.2pp |
| Annual return | 18.06% | 18.92%-0.9pp | 33.27%-15.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,045 | $3,074-1.0% | $4,085-25.5% | $4,126-26.2% |
| Admin fee / account holder | $6,770 | $6,576+3.0% | $9,256-26.9% | $7,339-7.7% |