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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 | $17,710 | $42,383-58.2% | $76,518-76.9% | $64,173-72.4% |
| Participation rate | 89.2% | 58.1%+31.0pp | 68.0%+21.2pp | 69.6%+19.6pp |
| Annual return | 20.08% | -16.54%+36.6pp | -0.27%+20.3pp | 7.63%+12.4pp |
| Employer contribution / active EE | $162 | $1,563-89.6% | $2,647-93.9% | $2,381-93.2% |
| Participant deferral / active EE | $1,358 | $2,566-47.1% | $3,836-64.6% | $3,470-60.9% |
| Admin fee / account holder | $661 | $3,198-79.3% | $4,849-86.4% | $4,887-86.5% |