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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 | $33,789 | $100,203-66.3% | $85,240-60.4% | $145,897-76.8% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 8.26% | 84.28%-76.0pp | 66.75%-58.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $134 | $3,242-95.9% | $2,735-95.1% | $4,663-97.1% |
| Participant deferral / active EE | $2,308 | $5,299-56.4% | $4,527-49.0% | $6,689-65.5% |
| Admin fee / account holder | $1,215 | $7,265-83.3% | $6,165-80.3% | $13,390-90.9% |