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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 | $57,883 | $54,162+6.9% | $68,612-15.6% | $64,173-9.8% |
| Participation rate | 78.4% | 68.1%+10.4pp | 72.2%+6.2pp | 69.6%+8.9pp |
| Annual return | -6.21% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,387 | $2,626-9.1% | $3,311-27.9% | $3,470-31.2% |
| Admin fee / account holder | $3,977 | $4,029-1.3% | $5,131-22.5% | $4,887-18.6% |