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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 | $78,690-75.2% | $161,489-87.9% | $87,485-77.7% |
| Participation rate | 86.4% | 67.5%+18.9pp | 78.7%+7.7pp | 68.9%+17.4pp |
| Annual return | 15.64% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,598 | $3,311+8.7% | $5,630-36.1% | $4,274-15.8% |
| Admin fee / account holder | $573 | $6,724-91.5% | $16,006-96.4% | $7,775-92.6% |