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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 | $32,706 | $64,307-49.1% | $57,349-43.0% | $125,388-73.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.11% | 25.14%-25.2pp | 24.40%-24.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,295 | $3,847-40.3% | $3,162-27.4% | $5,352-57.1% |
| Admin fee / account holder | $1,365 | $5,242-74.0% | $3,356-59.3% | $9,541-85.7% |