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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 | $23,373 | $39,132-40.3% | $57,196-59.1% | $62,881-62.8% |
| Participation rate | 93.9% | 70.5%+23.5pp | 75.3%+18.6pp | 69.3%+24.6pp |
| Annual return | 1.99% | 9.24%-7.2pp | 14.59%-12.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,641 | $2,374+11.2% | $3,096-14.7% | $3,203-17.6% |
| Admin fee / account holder | $493 | $2,594-81.0% | $3,141-84.3% | $4,296-88.5% |