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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 | $23,719 | $71,208-66.7% | $93,681-74.7% | $80,911-70.7% |
| Participation rate | 96.7% | 60.4%+36.3pp | 68.7%+27.9pp | 67.6%+29.0pp |
| Annual return | 13.91% | 11.27%+2.6pp | 133.47%-119.6pp | 35.63%-21.7pp |
| Employer contribution / active EE | $333 | $1,564-78.7% | $2,422-86.2% | $2,756-87.9% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $363 | $6,951-94.8% | $8,290-95.6% | $6,935-94.8% |