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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 | $21,336 | $58,493-63.5% | $84,021-74.6% | $72,975-70.8% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 17.97% | 28.93%-11.0pp | 71.32%-53.3pp | 81.01%-63.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,030 | $2,394-15.2% | $3,239-37.3% | $3,608-43.7% |
| Admin fee / account holder | $2,122 | $4,569-53.5% | $6,102-65.2% | $5,124-58.6% |