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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 | $33,647 | $87,059-61.4% | $105,608-68.1% | $80,925-58.4% |
| Participation rate | 92.9% | 70.4%+22.4pp | 75.3%+17.6pp | 67.7%+25.2pp |
| Annual return | 15.00% | 17.05%-2.1pp | 116.50%-101.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,799 | $3,986+271.3% | $5,010+195.4% | $4,299+244.3% |
| Admin fee / account holder | $3,025 | $8,443-64.2% | $11,028-72.6% | $6,940-56.4% |