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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 | $33,547 | $69,518-51.7% | $59,883-44.0% | $135,382-75.2% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.7%+11.7pp | 82.6%+3.7pp |
| Annual return | -3.01% | 7.95%-11.0pp | 3.46%-6.5pp | 519.77%-522.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,859 | $4,204-8.2% | $3,402+13.5% | $5,609-31.2% |
| Admin fee / account holder | $2,800 | $5,734-51.2% | $3,591-22.0% | $10,829-74.1% |