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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 | $18,010 | $116,167-84.5% | $64,489-72.1% | $137,256-86.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 9.96% | 36.55%-26.6pp | 55.03%-45.1pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,137 | $4,215+45.6% | $2,778+120.9% | $6,407-4.2% |
| Admin fee / account holder | $3,383 | $6,188-45.3% | $4,260-20.6% | $12,270-72.4% |