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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 | $19,199 | $48,337-60.3% | $67,560-71.6% | $80,959-76.3% |
| Participation rate | 93.2% | 66.4%+26.8pp | 72.9%+20.2pp | 67.7%+25.5pp |
| Annual return | 12.54% | 18.26%-5.7pp | 3533.50%-3521.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,815 | $2,928-38.0% | $4,004-54.7% | $4,300-57.8% |
| Admin fee / account holder | $827 | $3,695-77.6% | $3,994-79.3% | $6,925-88.1% |