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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 | $16,436 | $61,125-73.1% | $94,057-82.5% | $87,485-81.2% |
| Participation rate | 73.8% | 64.1%+9.7pp | 73.3%+0.5pp | 68.9%+4.9pp |
| Annual return | 20.24% | 35.20%-15.0pp | 480.62%-460.4pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,418 | $3,260-25.8% | $4,709-48.7% | $4,274-43.4% |
| Admin fee / account holder | $312 | $5,629-94.5% | $7,244-95.7% | $7,775-96.0% |