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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 | $68,673 | $77,814-11.7% | $158,223-56.6% | $86,983-21.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.37% | 30.54%-18.2pp | 52.09%-39.7pp | 25.83%-13.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,396 | $3,270+95.6% | $5,467+17.0% | $4,194+52.5% |
| Admin fee / account holder | $2,541 | $5,879-56.8% | $16,047-84.2% | $7,856-67.7% |