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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 | $26,439 | $106,749-75.2% | $145,433-81.8% | $82,448-67.9% |
| Participation rate | 93.9% | 75.6%+18.3pp | 82.1%+11.8pp | 68.1%+25.9pp |
| Annual return | 25.99% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | -$9 | $3,444-100.3% | $4,554-100.2% | $2,551-100.3% |
| Participant deferral / active EE | $8,844 | $6,519+35.7% | $7,897+12.0% | $4,139+113.7% |
| Admin fee / account holder | $3,736 | $8,390-55.5% | $13,129-71.5% | $7,234-48.4% |