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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 | $22,047 | $75,832-70.9% | $147,617-85.1% | $59,633-63.0% |
| Participation rate | 75.0% | 71.6%+3.4pp | 84.6%-9.6pp | 68.7%+6.3pp |
| Annual return | 1.09% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,400 | $3,131-23.3% | $4,895-51.0% | $3,192-24.8% |
| Admin fee / account holder | $8,832 | $5,986+47.6% | $11,612-23.9% | $4,297+105.6% |