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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 | $75,541-69.5% | $152,093-84.8% | $82,637-72.1% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.8%+7.9pp | 68.1%+17.7pp |
| Annual return | 15.88% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,694 | $3,206+15.2% | $5,451-32.2% | $4,126-10.5% |
| Admin fee / account holder | $5,685 | $6,405-11.2% | $14,497-60.8% | $7,339-22.5% |