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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 | $12,246 | $75,541-83.8% | $152,093-91.9% | $82,637-85.2% |
| Participation rate | 89.4% | 66.5%+22.8pp | 77.8%+11.6pp | 68.1%+21.3pp |
| Annual return | 16.95% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,461 | $3,206+8.0% | $5,451-36.5% | $4,126-16.1% |
| Admin fee / account holder | $576 | $6,405-91.0% | $14,497-96.0% | $7,339-92.1% |