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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 | $31,691 | $72,388-56.2% | $111,392-71.5% | $64,173-50.6% |
| Participation rate | 87.5% | 70.5%+17.0pp | 78.9%+8.6pp | 69.6%+17.9pp |
| Annual return | -7.51% | -1.50%-6.0pp | -2.06%-5.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,218 | $4,241+93.8% | $5,567+47.6% | $3,470+136.9% |
| Admin fee / account holder | $1,750 | $5,719-69.4% | $12,266-85.7% | $4,887-64.2% |