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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 | $10,322 | $73,848-86.0% | $143,799-92.8% | $68,486-84.9% |
| Participation rate | 78.4% | 66.7%+11.7pp | 80.3%-1.9pp | 67.9%+10.5pp |
| Annual return | -17.55% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,619 | $3,385-22.6% | $5,638-53.6% | $4,028-35.0% |
| Admin fee / account holder | $325 | $5,755-94.4% | $14,677-97.8% | $5,404-94.0% |