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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 | $12,954 | $110,337-88.3% | $102,383-87.3% | $145,877-91.1% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 11.59% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,370 | $5,621-57.8% | $5,060-53.2% | $6,691-64.6% |
| Admin fee / account holder | $1,096 | $9,750-88.8% | $8,391-86.9% | $13,402-91.8% |