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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 | $44,457 | $104,664-57.5% | $85,693-48.1% | $167,518-73.5% |
| Participation rate | 78.6% | 76.4%+2.2pp | 69.9%+8.7pp | 82.1%-3.5pp |
| Annual return | 12.32% | 21.45%-9.1pp | 21.49%-9.2pp | 478.71%-466.4pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,798 | $4,824-62.7% | $3,923-54.2% | $6,342-71.6% |
| Admin fee / account holder | $2,075 | $10,032-79.3% | $6,874-69.8% | $12,312-83.1% |