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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 | $6,451 | $51,638-87.5% | $68,368-90.6% | $82,448-92.2% |
| Participation rate | 87.8% | 63.6%+24.2pp | 73.8%+14.1pp | 68.1%+19.7pp |
| Annual return | 17.92% | 37.53%-19.6pp | 292.57%-274.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,371 | $2,914-18.6% | $4,123-42.5% | $4,139-42.7% |
| Admin fee / account holder | $978 | $4,643-78.9% | $5,150-81.0% | $7,234-86.5% |