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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 | $97,452 | $71,873+35.6% | $86,698+12.4% | $68,490+42.3% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -8.11% | 3.54%-11.7pp | 35.96%-44.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,972 | $3,779+243.2% | $4,656+178.6% | $4,028+222.1% |
| Admin fee / account holder | $908 | $6,110-85.1% | $7,492-87.9% | $5,403-83.2% |