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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 | $28,213 | $59,111-52.3% | $86,451-67.4% | $68,490-58.8% |
| Participation rate | 93.1% | 75.2%+17.9pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | 3.25% | -0.22%+3.5pp | 4398.51%-4395.3pp | -7.85%+11.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,466 | $5,900+145.2% | $6,953+108.1% | $4,028+259.2% |
| Admin fee / account holder | $5,724 | $5,640+1.5% | $6,734-15.0% | $5,403+6.0% |