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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 | $26,332 | $48,011-45.2% | $63,803-58.7% | $82,637-68.1% |
| Participation rate | 75.0% | 66.6%+8.4pp | 72.7%+2.3pp | 68.1%+6.9pp |
| Annual return | 14.29% | 19.84%-5.6pp | 543.72%-529.4pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,758 | $2,846+32.0% | $3,843-2.2% | $4,126-8.9% |
| Admin fee / account holder | $5,135 | $3,873+32.6% | $5,196-1.2% | $7,339-30.0% |