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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 | $64,920-73.3% | $103,693-83.3% | $86,983-80.1% |
| Participation rate | 91.2% | 63.6%+27.6pp | 72.6%+18.5pp | 69.5%+21.6pp |
| Annual return | 13.56% | 30.29%-16.7pp | 47.61%-34.1pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,426 | $3,241-25.1% | $4,579-47.0% | $4,194-42.2% |
| Admin fee / account holder | $335 | $6,191-94.6% | $7,858-95.7% | $7,856-95.7% |