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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 | $43,021 | $72,404-40.6% | $110,243-61.0% | $64,173-33.0% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.3pp |
| Annual return | -6.38% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,291 | $3,469-5.1% | $4,672-29.6% | $3,470-5.1% |
| Admin fee / account holder | $436 | $5,664-92.3% | $8,548-94.9% | $4,887-91.1% |