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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 | $66,258 | $99,032-33.1% | $80,022-17.2% | $135,379-51.1% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -2.95% | 15.39%-18.3pp | 11.22%-14.2pp | 519.79%-522.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,817 | $4,282+35.9% | $3,686+57.8% | $5,609+3.7% |
| Admin fee / account holder | $3,232 | $10,436-69.0% | $6,521-50.4% | $10,828-70.2% |