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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 | $16,900 | $73,863-77.1% | $143,797-88.2% | $68,490-75.3% |
| Participation rate | 79.0% | 66.7%+12.4pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -18.48% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $343 | $3,185-89.2% | $4,952-93.1% | $2,597-86.8% |
| Participant deferral / active EE | $3,609 | $3,385+6.6% | $5,638-36.0% | $4,028-10.4% |
| Admin fee / account holder | $786 | $5,756-86.3% | $14,679-94.6% | $5,403-85.5% |