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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 | $46,021 | $98,766-53.4% | $149,730-69.3% | $79,852-42.4% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 13.01% | 27.43%-14.4pp | 276.70%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $105 | $3,217-96.7% | $4,645-97.7% | $2,471-95.8% |
| Participant deferral / active EE | $3,110 | $5,681-45.3% | $6,843-54.6% | $3,740-16.9% |
| Admin fee / account holder | $10,485 | $6,052+73.3% | $9,310+12.6% | $5,306+97.6% |