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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 | $110,742 | $45,438+143.7% | $80,004+38.4% | $59,633+85.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | 2.45% | 5.10%-2.6pp | 7.63%-5.2pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,426 | $2,231+143.2% | $3,204+69.4% | $3,192+70.0% |
| Admin fee / account holder | $1,090 | $3,464-68.5% | $5,033-78.3% | $4,297-74.6% |