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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 | $24,376 | $93,617-74.0% | $135,982-82.1% | $75,177-67.6% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 16.20% | 30.89%-14.7pp | 68.32%-52.1pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,789 | $6,406+6.0% | $7,760-12.5% | $4,126+64.5% |
| Admin fee / account holder | $533 | $6,980-92.4% | $10,767-95.0% | $5,651-90.6% |