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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 | $12,289 | $51,638-76.2% | $68,368-82.0% | $82,448-85.1% |
| Participation rate | 72.0% | 63.6%+8.4pp | 73.8%-1.8pp | 68.1%+3.9pp |
| Annual return | 38.94% | 37.53%+1.4pp | 292.57%-253.6pp | 41.64%-2.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,871 | $2,914-1.5% | $4,123-30.4% | $4,139-30.6% |
| Admin fee / account holder | $5,285 | $4,643+13.8% | $5,150+2.6% | $7,234-26.9% |