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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 | $23,465 | $106,749-78.0% | $145,433-83.9% | $82,448-71.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.90% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,938 | $6,519+52.5% | $7,897+25.8% | $4,139+140.1% |
| Admin fee / account holder | $4,209 | $8,390-49.8% | $13,129-67.9% | $7,234-41.8% |