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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 | $62,564 | $82,028-23.7% | $123,105-49.2% | $59,633+4.9% |
| Participation rate | 91.8% | 83.2%+8.6pp | 86.8%+5.1pp | 68.7%+23.2pp |
| Annual return | -0.80% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $328 | $3,297-90.0% | $5,151-93.6% | $2,203-85.1% |
| Participant deferral / active EE | $4,214 | $4,667-9.7% | $6,229-32.4% | $3,192+32.0% |
| Admin fee / account holder | $3,304 | $5,879-43.8% | $9,014-63.3% | $4,297-23.1% |