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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 | $45,388 | $95,915-52.7% | $79,580-43.0% | $134,532-66.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | 0.98% | -2.71%+3.7pp | 0.15%+0.8pp | 418.27%-417.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,461 | $4,693-47.6% | $3,985-38.3% | $6,401-61.6% |
| Admin fee / account holder | $19,489 | $9,132+113.4% | $6,835+185.1% | $11,429+70.5% |