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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 | $71,056 | $67,411+5.4% | $91,004-21.9% | $70,124+1.3% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 17.33% | -40.16%+57.5pp | 4.60%+12.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,036 | $2,823-27.9% | $3,548-42.6% | $3,332-38.9% |
| Admin fee / account holder | $614 | $4,236-85.5% | $5,417-88.7% | $4,645-86.8% |