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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 | $8,389 | $63,703-86.8% | $93,063-91.0% | $82,448-89.8% |
| Participation rate | 97.1% | 63.8%+33.3pp | 72.1%+25.0pp | 68.1%+29.1pp |
| Annual return | 14.82% | -775.43%+790.3pp | 34.15%-19.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,661 | $2,919-8.8% | $3,958-32.8% | $4,139-35.7% |
| Admin fee / account holder | $359 | $5,982-94.0% | $6,033-94.0% | $7,234-95.0% |