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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 | $97,356 | $61,816+57.5% | $97,260+0.1% | $80,935+20.3% |
| Participation rate | 70.4% | 63.5%+6.9pp | 72.7%-2.3pp | 67.7%+2.7pp |
| Annual return | 16.19% | -558.73%+574.9pp | 75.54%-59.3pp | 35.66%-19.5pp |
| Employer contribution / active EE | $338 | $1,836-81.6% | $2,721-87.6% | $2,757-87.8% |
| Participant deferral / active EE | $6,249 | $3,027+106.4% | $4,262+46.6% | $4,299+45.3% |
| Admin fee / account holder | $39,580 | $5,166+666.2% | $5,640+601.8% | $6,924+471.6% |