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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 | $149,885 | $82,678+81.3% | $125,391+19.5% | $68,490+118.8% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $33 | $3,382-99.0% | $4,816-99.3% | $2,597-98.7% |
| Participant deferral / active EE | $9,606 | $6,111+57.2% | $7,448+29.0% | $4,028+138.5% |
| Admin fee / account holder | $1,986 | $6,277-68.4% | $10,009-80.2% | $5,403-63.2% |