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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 | $26,394 | $58,627-55.0% | $76,735-65.6% | $82,448-68.0% |
| Participation rate | 91.9% | 63.2%+28.7pp | 69.5%+22.4pp | 68.1%+23.8pp |
| Annual return | 25.27% | 39.10%-13.8pp | 29.77%-4.5pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,312 | $3,134-26.2% | $4,088-43.4% | $4,139-44.1% |
| Admin fee / account holder | $4,946 | $5,323-7.1% | $7,189-31.2% | $7,234-31.6% |