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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 | $23,665 | $107,809-78.0% | $97,032-75.6% | $155,188-84.8% |
| Participation rate | 71.4% | 75.5%-4.0pp | 71.6%-0.1pp | 80.8%-9.4pp |
| Annual return | 15.82% | 38.06%-22.2pp | 35.38%-19.6pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,188 | $5,129-57.3% | $4,672-53.2% | $6,531-66.5% |
| Admin fee / account holder | $1,225 | $10,717-88.6% | $9,418-87.0% | $14,480-91.5% |