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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 | $26,077 | $45,041-42.1% | $63,003-58.6% | $70,131-62.8% |
| Participation rate | 91.4% | 69.5%+21.9pp | 74.8%+16.6pp | 69.5%+21.9pp |
| Annual return | 13.47% | 18.76%-5.3pp | 87.59%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,271 | $2,465-7.9% | $3,329-31.8% | $3,332-31.8% |
| Admin fee / account holder | $524 | $2,836-81.5% | $3,600-85.4% | $4,645-88.7% |