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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 | $46,553 | $64,716-28.1% | $112,258-58.5% | $68,495-32.0% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.1%+6.0pp | 67.9%+13.2pp |
| Annual return | -14.80% | -11.40%-3.4pp | 27.47%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $296 | $2,746-89.2% | $3,636-91.9% | $2,596-88.6% |
| Participant deferral / active EE | $2,510 | $3,565-29.6% | $4,728-46.9% | $4,028-37.7% |
| Admin fee / account holder | $12,299 | $5,232+135.1% | $6,411+91.8% | $5,403+127.6% |