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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 | $33,930 | $72,177-53.0% | $115,037-70.5% | $59,633-43.1% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | -0.37% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,533 | $4,783+78.4% | $6,026+41.6% | $3,192+167.4% |
| Admin fee / account holder | $1,638 | $4,927-66.7% | $8,175-80.0% | $4,297-61.9% |