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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 | $16,893 | $100,970-83.3% | $96,576-82.5% | $137,256-87.7% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 19.03% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,817 | $8,286+42.6% | $7,956+48.5% | $6,407+84.4% |
| Admin fee / account holder | $3,158 | $11,312-72.1% | $11,381-72.2% | $12,270-74.3% |