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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 | $98,942 | $50,947+94.2% | $74,551+32.7% | $64,173+54.2% |
| Participation rate | 76.2% | 61.1%+15.1pp | 69.1%+7.0pp | 69.6%+6.6pp |
| Annual return | -5.39% | -1.85%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,360 | $2,302+2.5% | $3,108-24.1% | $3,470-32.0% |
| Admin fee / account holder | $13,724 | $4,221+225.1% | $5,059+171.3% | $4,887+180.8% |