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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 | $167,676 | $131,835+27.2% | $108,582+54.4% | $273,972-38.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.25% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $715 | $4,913-85.4% | $3,758-81.0% | $4,869-85.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,048 | $10,253-89.8% | $7,645-86.3% | $10,133-89.7% |