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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 | $88,026 | $50,958+72.7% | $74,552+18.1% | $64,181+37.2% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.1%+13.7pp | 69.6%+13.3pp |
| Annual return | -4.06% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,808 | $2,301+22.0% | $3,108-9.7% | $3,470-19.1% |
| Admin fee / account holder | $10,677 | $4,223+152.9% | $5,060+111.0% | $4,887+118.5% |