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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 | $37,565 | $77,816-51.7% | $123,552-69.6% | $64,173-41.5% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -5.44% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $463 | $3,014-84.6% | $4,628-90.0% | $2,381-80.5% |
| Participant deferral / active EE | $2,615 | $5,240-50.1% | $6,426-59.3% | $3,470-24.6% |
| Admin fee / account holder | $944 | $5,519-82.9% | $9,285-89.8% | $4,887-80.7% |