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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 | $17,822 | $76,407-76.7% | $150,298-88.1% | $82,448-78.4% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 15.49% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,359 | $3,214+35.6% | $5,453-20.1% | $4,139+5.3% |
| Admin fee / account holder | $2,868 | $6,352-54.8% | $14,116-79.7% | $7,234-60.4% |