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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 | $2,853 | $25,014-88.6% | $69,632-95.9% | $80,959-96.5% |
| Participation rate | 91.9% | 64.2%+27.7pp | 66.4%+25.5pp | 67.7%+24.2pp |
| Annual return | 18.77% | 19.08%-0.3pp | 101.32%-82.6pp | 35.67%-16.9pp |
| Employer contribution / active EE | $59 | $991-94.1% | $1,708-96.6% | $2,757-97.9% |
| Participant deferral / active EE | $1,261 | $1,840-31.4% | $2,889-56.3% | $4,300-70.7% |
| Admin fee / account holder | $1,078 | $2,491-56.7% | $4,695-77.1% | $6,925-84.4% |