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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 | $102,103 | $85,790+19.0% | $67,313+51.7% | $135,380-24.6% |
| Participation rate | 89.5% | 76.5%+13.0pp | 69.1%+20.4pp | 82.6%+6.8pp |
| Annual return | -5.24% | -0.54%-4.7pp | -4.08%-1.2pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,679 | $4,651+0.6% | $3,568+31.1% | $5,609-16.6% |
| Admin fee / account holder | $3,173 | $6,392-50.4% | $4,507-29.6% | $10,828-70.7% |