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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 | $9,158 | $49,976-81.7% | $66,674-86.3% | $82,637-88.9% |
| Participation rate | 76.4% | 63.1%+13.3pp | 73.7%+2.7pp | 68.1%+8.3pp |
| Annual return | 17.81% | 39.09%-21.3pp | 321.24%-303.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,989 | $2,847-30.1% | $4,084-51.3% | $4,126-51.8% |
| Admin fee / account holder | $1,673 | $4,594-63.6% | $5,098-67.2% | $7,339-77.2% |