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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 | $20,397 | $73,787-72.4% | $98,716-79.3% | $82,448-75.3% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.3%+14.6pp | 68.1%+15.9pp |
| Annual return | 13.51% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,961 | $3,081+28.5% | $4,048-2.1% | $4,139-4.3% |
| Admin fee / account holder | $1,640 | $6,500-74.8% | $8,703-81.2% | $7,234-77.3% |