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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 | $15,884 | $58,311-72.8% | $81,882-80.6% | $80,959-80.4% |
| Participation rate | 84.2% | 63.5%+20.7pp | 72.4%+11.8pp | 67.7%+16.5pp |
| Annual return | 11.84% | 41.85%-30.0pp | 779.47%-767.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,408 | $3,287-26.7% | $4,323-44.3% | $4,300-44.0% |
| Admin fee / account holder | $3,709 | $4,752-21.9% | $7,360-49.6% | $6,925-46.4% |