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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 | $32,512 | $91,525-64.5% | $130,026-75.0% | $75,181-56.8% |
| Participation rate | 97.1% | 71.4%+25.7pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 17.45% | -631.40%+648.9pp | -137.26%+154.7pp | 160.69%-143.2pp |
| Employer contribution / active EE | $714 | $2,844-74.9% | $4,321-83.5% | $2,671-73.3% |
| Participant deferral / active EE | $2,736 | $4,342-37.0% | $5,821-53.0% | $4,126-33.7% |
| Admin fee / account holder | $952 | $6,778-85.9% | $10,608-91.0% | $5,650-83.1% |