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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 | $77,492-62.1% | $100,398-70.8% | $80,911-63.7% |
| Participation rate | 72.0% | 76.9%-4.9pp | 81.5%-9.5pp | 67.6%+4.4pp |
| Annual return | 14.88% | 37.23%-22.3pp | 49.32%-34.4pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,748 | $6,817+101.7% | $8,084+70.1% | $4,297+219.9% |
| Admin fee / account holder | $7,250 | $5,892+23.1% | $7,893-8.2% | $6,935+4.5% |