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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 | $16,488 | $64,920-74.6% | $103,693-84.1% | $86,983-81.0% |
| Participation rate | 75.6% | 63.6%+12.0pp | 72.6%+3.0pp | 69.5%+6.1pp |
| Annual return | 16.89% | 30.29%-13.4pp | 47.61%-30.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,193 | $3,241+29.4% | $4,579-8.4% | $4,1940% |
| Admin fee / account holder | $390 | $6,191-93.7% | $7,858-95.0% | $7,856-95.0% |