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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 | $91,734 | $42,909+113.8% | $60,906+50.6% | $68,486+33.9% |
| Participation rate | 78.4% | 66.8%+11.6pp | 73.1%+5.3pp | 67.9%+10.5pp |
| Annual return | -13.88% | -13.99%+0.1pp | 16.94%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,073 | $2,866+7.2% | $3,814-19.4% | $4,028-23.7% |
| Admin fee / account holder | $1,041 | $3,104-66.5% | $3,227-67.7% | $5,404-80.7% |