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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 | $80,821 | $42,383+90.7% | $76,518+5.6% | $64,173+25.9% |
| Participation rate | 81.6% | 58.1%+23.4pp | 68.0%+13.6pp | 69.6%+12.0pp |
| Annual return | -6.63% | -16.54%+9.9pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,462 | $2,566+151.8% | $3,836+68.5% | $3,470+86.3% |
| Admin fee / account holder | $3,035 | $3,198-5.1% | $4,849-37.4% | $4,887-37.9% |