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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 | $17,759 | $117,433-84.9% | $99,475-82.1% | $152,897-88.4% |
| Participation rate | 76.2% | 77.5%-1.4pp | 73.8%+2.4pp | 82.5%-6.3pp |
| Annual return | 10.04% | 31.87%-21.8pp | 30.72%-20.7pp | 345.43%-335.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,559 | $4,086-61.8% | $3,619-56.9% | $5,851-73.3% |
| Admin fee / account holder | $350 | $7,634-95.4% | $6,252-94.4% | $11,599-97.0% |