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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 | $22,696 | $99,875-77.3% | $146,866-84.5% | $86,983-73.9% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 16.66% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,102 | $6,322+12.3% | $7,759-8.5% | $4,194+69.3% |
| Admin fee / account holder | $6,230 | $7,838-20.5% | $13,620-54.3% | $7,856-20.7% |