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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 | $9,871 | $63,703-84.5% | $93,063-89.4% | $82,448-88.0% |
| Participation rate | 82.1% | 63.8%+18.2pp | 72.1%+9.9pp | 68.1%+14.0pp |
| Annual return | 18.97% | -775.43%+794.4pp | 34.15%-15.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,167 | $2,919-25.8% | $3,958-45.3% | $4,139-47.7% |
| Admin fee / account holder | $590 | $5,982-90.1% | $6,033-90.2% | $7,234-91.8% |