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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 | $21,301 | $77,638-72.6% | $156,551-86.4% | $62,881-66.1% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 8.41% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,907 | $3,046-37.4% | $4,871-60.8% | $3,203-40.5% |
| Admin fee / account holder | $1,808 | $5,561-67.5% | $13,028-86.1% | $4,296-57.9% |