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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 | $49,880 | $73,009-31.7% | $90,756-45.0% | $68,495-27.2% |
| Participation rate | 75.7% | 70.8%+4.8pp | 75.7%0pp | 67.9%+7.8pp |
| Annual return | -14.93% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,757 | $3,626-24.0% | $4,565-39.6% | $4,028-31.5% |
| Admin fee / account holder | $3,745 | $5,896-36.5% | $8,445-55.7% | $5,403-30.7% |