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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 | $19,487 | $76,407-74.5% | $150,298-87.0% | $82,448-76.4% |
| Participation rate | 86.4% | 66.4%+20.0pp | 77.8%+8.6pp | 68.1%+18.3pp |
| Annual return | 15.64% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,598 | $3,214+11.9% | $5,453-34.0% | $4,139-13.1% |
| Admin fee / account holder | $573 | $6,352-91.0% | $14,116-95.9% | $7,234-92.1% |