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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 | $23,049 | $77,814-70.4% | $158,223-85.4% | $86,983-73.5% |
| Participation rate | 85.7% | 68.4%+17.3pp | 79.2%+6.5pp | 69.5%+16.2pp |
| Annual return | 15.88% | 30.54%-14.7pp | 52.09%-36.2pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,694 | $3,270+13.0% | $5,467-32.4% | $4,194-11.9% |
| Admin fee / account holder | $5,685 | $5,879-3.3% | $16,047-64.6% | $7,856-27.6% |