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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 | $48,917 | $56,110-12.8% | $94,993-48.5% | $70,126-30.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 16.28% | 51.02%-34.7pp | 27.14%-10.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $149 | $1,442-89.7% | $2,603-94.3% | $2,343-93.7% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,396 | $3,456-59.6% | $4,960-71.8% | $4,645-69.9% |