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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 | $31,671 | $72,177-56.1% | $115,038-72.5% | $59,633-46.9% |
| Participation rate | 94.0% | 72.6%+21.4pp | 81.4%+12.6pp | 68.7%+25.3pp |
| Annual return | 1.25% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,089 | $4,783-14.5% | $6,026-32.1% | $3,192+28.1% |
| Admin fee / account holder | $600 | $4,927-87.8% | $8,175-92.7% | $4,297-86.0% |