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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 | $16,596 | $91,198-81.8% | $178,503-90.7% | $79,856-79.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.20% | 24.20%-13.0pp | 151.12%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $290 | $3,257-91.1% | $5,011-94.2% | $2,471-88.3% |
| Participant deferral / active EE | $1,868 | $3,237-42.3% | $5,202-64.1% | $3,741-50.1% |
| Admin fee / account holder | $3,829 | $6,748-43.3% | $13,987-72.6% | $5,306-27.8% |