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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 | $21,608 | $63,861-66.2% | $104,639-79.4% | $79,856-72.9% |
| Participation rate | 73.8% | 64.9%+8.9pp | 74.1%-0.2pp | 69.6%+4.2pp |
| Annual return | 15.77% | 21.30%-5.5pp | 340.67%-324.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,828 | $2,693-32.1% | $3,738-51.1% | $3,741-51.1% |
| Admin fee / account holder | $745 | $4,185-82.2% | $6,465-88.5% | $5,306-86.0% |