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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 | $19,104 | $110,337-82.7% | $102,383-81.3% | $145,877-86.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.22% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,588 | $5,621-36.2% | $5,060-29.1% | $6,691-46.4% |
| Admin fee / account holder | $465 | $9,750-95.2% | $8,391-94.5% | $13,402-96.5% |