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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 | $47,333 | $73,863-35.9% | $143,797-67.1% | $68,490-30.9% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.3pp | 67.9%+23.8pp |
| Annual return | -15.88% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,554 | $3,385+64.1% | $5,638-1.5% | $4,028+37.9% |
| Admin fee / account holder | $1,038 | $5,756-82.0% | $14,679-92.9% | $5,403-80.8% |