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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 | $20,812 | $51,184-59.3% | $66,439-68.7% | $86,983-76.1% |
| Participation rate | 89.7% | 68.5%+21.2pp | 74.5%+15.2pp | 69.5%+20.1pp |
| Annual return | 16.16% | 17.07%-0.9pp | 757.66%-741.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $46 | $2,023-97.7% | $2,637-98.3% | $2,584-98.2% |
| Participant deferral / active EE | $3,789 | $2,927+29.4% | $3,876-2.2% | $4,194-9.6% |
| Admin fee / account holder | $1,974 | $4,154-52.5% | $6,173-68.0% | $7,856-74.9% |