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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 | $22,440 | $78,197-71.3% | $98,090-77.1% | $82,637-72.8% |
| Participation rate | 79.3% | 77.5%+1.8pp | 81.5%-2.2pp | 68.1%+11.3pp |
| Annual return | 18.95% | 40.25%-21.3pp | 37.05%-18.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,793 | $6,636-27.8% | $7,845-38.9% | $4,126+16.2% |
| Admin fee / account holder | $1,486 | $14,832-90.0% | $11,815-87.4% | $7,339-79.8% |