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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 | $33,455 | $77,492-56.8% | $100,398-66.7% | $80,911-58.7% |
| Participation rate | 77.1% | 76.9%+0.2pp | 81.5%-4.4pp | 67.6%+9.5pp |
| Annual return | 19.01% | 37.23%-18.2pp | 49.32%-30.3pp | 35.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,210 | $6,817+79.1% | $8,084+51.0% | $4,297+184.2% |
| Admin fee / account holder | $8,120 | $5,892+37.8% | $7,893+2.9% | $6,935+17.1% |