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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 | $49,976-67.0% | $66,674-75.3% | $82,637-80.0% |
| Participation rate | 75.6% | 63.1%+12.5pp | 73.7%+1.9pp | 68.1%+7.6pp |
| Annual return | 16.89% | 39.09%-22.2pp | 321.24%-304.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,193 | $2,847+47.3% | $4,084+2.7% | $4,126+1.6% |
| Admin fee / account holder | $390 | $4,594-91.5% | $5,098-92.3% | $7,339-94.7% |