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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 | $26,707 | $58,848-54.6% | $88,179-69.7% | $82,637-67.7% |
| Participation rate | 89.7% | 57.9%+31.8pp | 69.1%+20.5pp | 68.1%+21.6pp |
| Annual return | 20.18% | 22.76%-2.6pp | 64.97%-44.8pp | 53.51%-33.3pp |
| Employer contribution / active EE | $59 | $1,678-96.5% | $2,549-97.7% | $2,552-97.7% |
| Participant deferral / active EE | $5,144 | $3,124+64.7% | $4,614+11.5% | $4,126+24.7% |
| Admin fee / account holder | $2,870 | $4,795-40.1% | $7,673-62.6% | $7,339-60.9% |