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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 | $29,349 | $77,472-62.1% | $100,415-70.8% | $80,959-63.7% |
| Participation rate | 72.0% | 76.9%-4.9pp | 81.5%-9.5pp | 67.7%+4.3pp |
| Annual return | 14.88% | 37.26%-22.4pp | 49.47%-34.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,748 | $6,818+101.6% | $8,091+69.9% | $4,300+219.7% |
| Admin fee / account holder | $7,250 | $5,885+23.2% | $7,906-8.3% | $6,925+4.7% |