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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 | $25,225 | $68,996-63.4% | $159,991-84.2% | $68,495-63.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -12.51% | -9.65%-2.9pp | 408.82%-421.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $189 | $2,212-91.4% | $4,225-95.5% | $2,596-92.7% |
| Participant deferral / active EE | $1,980 | $4,211-53.0% | $6,183-68.0% | $4,028-50.8% |
| Admin fee / account holder | $3,965 | $4,797-17.3% | $8,715-54.5% | $5,403-26.6% |