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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 | $65,669 | $110,083-40.3% | $151,628-56.7% | $68,495-4.1% |
| Participation rate | 82.5% | 84.0%-1.5pp | 87.5%-5.0pp | 67.9%+14.6pp |
| Annual return | 5.66% | -10.12%+15.8pp | 3.34%+2.3pp | -7.84%+13.5pp |
| Employer contribution / active EE | $9 | $4,470-99.8% | $6,165-99.9% | $2,596-99.7% |
| Participant deferral / active EE | $23,697 | $6,526+263.1% | $8,363+183.4% | $4,028+488.4% |
| Admin fee / account holder | $10,671 | $7,718+38.3% | $11,613-8.1% | $5,403+97.5% |