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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 | $13,639 | $107,733-87.3% | $92,985-85.3% | $154,746-91.2% |
| Participation rate | 77.8% | 74.6%+3.2pp | 69.5%+8.3pp | 80.7%-2.9pp |
| Annual return | 14.34% | 30.39%-16.1pp | 27.99%-13.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,534 | $5,053-30.1% | $4,377-19.3% | $6,730-47.5% |
| Admin fee / account holder | $2,479 | $11,369-78.2% | $9,463-73.8% | $14,365-82.7% |