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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 | $31,442 | $82,674-62.0% | $125,363-74.9% | $68,495-54.1% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.15%-589.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $633 | $3,382-81.3% | $4,815-86.8% | $2,596-75.6% |
| Participant deferral / active EE | $3,503 | $6,111-42.7% | $7,447-53.0% | $4,028-13.0% |
| Admin fee / account holder | $3,268 | $6,276-47.9% | $10,005-67.3% | $5,403-39.5% |