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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 | $59,347 | $82,324-27.9% | $68,803-13.7% | $134,545-55.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -18.33% | -2.17%-16.2pp | -6.37%-12.0pp | 418.37%-436.7pp |
| Employer contribution / active EE | $328 | $3,302-90.1% | $2,656-87.7% | $4,742-93.1% |
| Participant deferral / active EE | $2,448 | $4,740-48.4% | $3,942-37.9% | $6,401-61.8% |
| Admin fee / account holder | $4,368 | $6,485-32.6% | $4,936-11.5% | $11,431-61.8% |