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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 | $46,147 | $83,908-45.0% | $68,509-32.6% | $125,389-63.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.38% | 14.48%-15.9pp | 8.27%-9.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,099 | $4,125-0.6% | $3,382+21.2% | $5,352-23.4% |
| Admin fee / account holder | $4,608 | $8,982-48.7% | $5,275-12.6% | $9,541-51.7% |