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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 | $73,864 | $59,813+23.5% | $79,580-7.2% | $68,486+7.9% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -14.32% | -12.30%-2.0pp | 0.15%-14.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,456 | $3,024+80.4% | $3,985+36.9% | $4,028+35.5% |
| Admin fee / account holder | $10,411 | $4,835+115.3% | $6,835+52.3% | $5,404+92.7% |