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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 | $17,334 | $51,638-66.4% | $68,368-74.6% | $82,448-79.0% |
| Participation rate | 91.2% | 63.6%+27.6pp | 73.8%+17.4pp | 68.1%+23.1pp |
| Annual return | 13.56% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,426 | $2,914-16.7% | $4,123-41.2% | $4,139-41.4% |
| Admin fee / account holder | $335 | $4,643-92.8% | $5,150-93.5% | $7,234-95.4% |