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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 | $43,256 | $47,944-9.8% | $67,834-36.2% | $62,881-31.2% |
| Participation rate | 78.9% | 61.1%+17.9pp | 68.8%+10.2pp | 69.3%+9.6pp |
| Annual return | 10.31% | 11.77%-1.5pp | 138.47%-128.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $224 | $1,562-85.6% | $2,403-90.7% | $2,281-90.2% |
| Participant deferral / active EE | $1,291 | $2,247-42.5% | $3,160-59.1% | $3,203-59.7% |
| Admin fee / account holder | $1,911 | $3,712-48.5% | $4,622-58.7% | $4,296-55.5% |