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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 | $54,276 | $51,638+5.1% | $68,368-20.6% | $82,448-34.2% |
| Participation rate | 87.2% | 63.6%+23.6pp | 73.8%+13.5pp | 68.1%+19.2pp |
| Annual return | 15.24% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,508 | $2,914-48.2% | $4,123-63.4% | $4,139-63.6% |
| Admin fee / account holder | $654 | $4,643-85.9% | $5,150-87.3% | $7,234-91.0% |