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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 | $27,156 | $52,903-48.7% | $73,309-63.0% | $59,632-54.5% |
| Participation rate | 75.9% | 68.2%+7.6pp | 74.9%+0.9pp | 68.7%+7.2pp |
| Annual return | -1.88% | 12.20%-14.1pp | 5.67%-7.6pp | 2041.32%-2043.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,196 | $4,069-21.5% | $4,991-36.0% | $3,192+0.1% |
| Admin fee / account holder | $3,389 | $3,834-11.6% | $5,637-39.9% | $4,297-21.1% |