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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 | $78,060 | $99,032-21.2% | $80,022-2.5% | $135,380-42.3% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -3.02% | 15.39%-18.4pp | 11.22%-14.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,633 | $4,282-38.5% | $3,686-28.6% | $5,609-53.1% |
| Admin fee / account holder | $979 | $10,436-90.6% | $6,521-85.0% | $10,828-91.0% |