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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 | $7,599 | $87,166-91.3% | $76,735-90.1% | $137,256-94.5% |
| Participation rate | 93.8% | 74.4%+19.4pp | 69.5%+24.3pp | 80.0%+13.8pp |
| Annual return | 11.77% | 26.50%-14.7pp | 29.77%-18.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,506 | $4,726-25.8% | $4,088-14.2% | $6,407-45.3% |
| Admin fee / account holder | $436 | $8,403-94.8% | $7,189-93.9% | $12,270-96.4% |