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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 | $28,129 | $93,617-70.0% | $135,982-79.3% | $75,177-62.6% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 21.98% | 30.89%-8.9pp | 68.32%-46.3pp | 160.75%-138.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,666 | $6,406-27.2% | $7,760-39.9% | $4,126+13.1% |
| Admin fee / account holder | $751 | $6,980-89.2% | $10,767-93.0% | $5,651-86.7% |