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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 | $66,634 | $90,590-26.4% | $90,782-26.6% | $135,380-50.8% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.7pp | 82.6%+0.7pp |
| Annual return | -7.06% | -3.40%-3.7pp | -3.42%-3.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $195 | $4,352-95.5% | $4,105-95.3% | $4,779-95.9% |
| Participant deferral / active EE | $1,946 | $5,407-64.0% | $5,366-63.7% | $5,609-65.3% |
| Admin fee / account holder | $1,367 | $7,683-82.2% | $5,908-76.9% | $10,828-87.4% |