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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 | $15,609 | $90,486-82.8% | $78,676-80.2% | $273,972-94.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | 75.62%-68.8pp | 62.19%-55.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,977 | $3,901+1.9% | $3,517+13.1% | $5,287-24.8% |
| Admin fee / account holder | $3,158 | $5,263-40.0% | $4,510-30.0% | $10,133-68.8% |