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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 | $15,417 | $110,410-86.0% | $102,437-84.9% | $145,897-89.4% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 18.98% | 24.85%-5.9pp | 24.95%-6.0pp | 552.29%-533.3pp |
| Employer contribution / active EE | $116 | $4,217-97.2% | $3,871-97.0% | $4,663-97.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,648 | $9,745-52.3% | $8,388-44.6% | $13,390-65.3% |