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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 | $14,747 | $51,184-71.2% | $66,439-77.8% | $86,983-83.0% |
| Participation rate | 83.9% | 68.5%+15.4pp | 74.5%+9.4pp | 69.5%+14.3pp |
| Annual return | 16.88% | 17.07%-0.2pp | 757.66%-740.8pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,489 | $2,927-15.0% | $3,876-35.8% | $4,194-40.6% |
| Admin fee / account holder | $581 | $4,154-86.0% | $6,173-90.6% | $7,856-92.6% |