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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 | $36,513 | $72,404-49.6% | $110,243-66.9% | $64,173-43.1% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.6%+2.2pp |
| Annual return | -1.54% | -6.29%+4.7pp | 314.76%-316.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $506 | $2,282-77.8% | $3,827-86.8% | $2,381-78.7% |
| Participant deferral / active EE | $3,483 | $3,469+0.4% | $4,672-25.4% | $3,470+0.4% |
| Admin fee / account holder | $1,399 | $5,664-75.3% | $8,548-83.6% | $4,887-71.4% |