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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 | $30,489 | $78,707-61.3% | $117,861-74.1% | $70,126-56.5% |
| Participation rate | 78.6% | 73.2%+5.4pp | 79.7%-1.1pp | 69.5%+9.0pp |
| Annual return | 19.16% | 23.30%-4.1pp | 335.11%-316.0pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,816 | $3,297-14.6% | $4,482-37.2% | $3,332-15.5% |
| Admin fee / account holder | $1,717 | $5,066-66.1% | $8,021-78.6% | $4,645-63.0% |