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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 | $45,410 | $56,339-19.4% | $104,299-56.5% | $68,490-33.7% |
| Participation rate | 76.7% | 63.3%+13.5pp | 73.3%+3.5pp | 67.9%+8.8pp |
| Annual return | -12.81% | -9.19%-3.6pp | 24.62%-37.4pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,408 | $3,077+10.8% | $4,626-26.3% | $4,028-15.4% |
| Admin fee / account holder | $1,719 | $4,902-64.9% | $7,339-76.6% | $5,403-68.2% |