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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 | $9,737 | $77,908-87.5% | $149,696-93.5% | $75,173-87.0% |
| Participation rate | 74.0% | 65.6%+8.4pp | 78.8%-4.8pp | 67.2%+6.8pp |
| Annual return | 19.42% | 31.73%-12.3pp | 134.46%-115.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,833 | $3,411-17.0% | $5,682-50.1% | $4,126-31.3% |
| Admin fee / account holder | $1,951 | $5,950-67.2% | $13,212-85.2% | $5,651-65.5% |