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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 | $173,810 | $86,701+100.5% | $73,309+137.1% | $125,389+38.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.01% | 2.78%-3.8pp | 5.67%-6.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,333 | $5,549-39.9% | $4,991-33.2% | $5,352-37.7% |
| Admin fee / account holder | $430 | $7,768-94.5% | $5,635-92.4% | $9,541-95.5% |