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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 | $32,094 | $59,834-46.4% | $79,576-59.7% | $68,495-53.1% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -7.60% | -12.30%+4.7pp | 0.15%-7.7pp | -7.84%+0.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,893 | $3,024-4.3% | $3,985-27.4% | $4,028-28.2% |
| Admin fee / account holder | $733 | $4,835-84.8% | $6,834-89.3% | $5,403-86.4% |