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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 | $16,526 | $49,976-66.9% | $66,674-75.2% | $82,637-80.0% |
| Participation rate | 86.0% | 63.1%+23.0pp | 73.7%+12.4pp | 68.1%+18.0pp |
| Annual return | 17.96% | 39.09%-21.1pp | 321.24%-303.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $74 | $1,988-96.3% | $2,620-97.2% | $2,552-97.1% |
| Participant deferral / active EE | $3,023 | $2,847+6.2% | $4,084-26.0% | $4,126-26.7% |
| Admin fee / account holder | $522 | $4,594-88.6% | $5,098-89.8% | $7,339-92.9% |