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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 | $23,408 | $77,574-69.8% | $108,753-78.5% | $86,983-73.1% |
| Participation rate | 71.4% | 62.3%+9.1pp | 71.1%+0.3pp | 69.5%+1.9pp |
| Annual return | 17.28% | 18.42%-1.1pp | 37.47%-20.2pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,143 | $3,128+0.5% | $4,115-23.6% | $4,194-25.0% |
| Admin fee / account holder | $1,161 | $6,529-82.2% | $10,320-88.7% | $7,856-85.2% |