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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 | $17,531 | $65,696-73.3% | $56,429-68.9% | $147,586-88.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 11.36% | 13.32%-2.0pp | 19.04%-7.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,135 | $4,121-72.5% | $3,405-66.7% | $4,876-76.7% |
| Participant deferral / active EE | $1,364 | $4,876-72.0% | $3,951-65.5% | $5,439-74.9% |
| Admin fee / account holder | $691 | $5,947-88.4% | $4,466-84.5% | $10,886-93.6% |