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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 | $26,525 | $102,422-74.1% | $147,117-82.0% | $80,959-67.2% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 18.02% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $46 | $3,717-98.8% | $4,932-99.1% | $2,757-98.3% |
| Participant deferral / active EE | $2,805 | $6,652-57.8% | $8,065-65.2% | $4,300-34.8% |
| Admin fee / account holder | $1,329 | $7,953-83.3% | $12,993-89.8% | $6,925-80.8% |