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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 | $42,452 | $131,835-67.8% | $108,582-60.9% | $273,972-84.5% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 8.11% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,497 | $5,127-51.3% | $4,311-42.1% | $5,287-52.8% |
| Admin fee / account holder | $1,201 | $10,253-88.3% | $7,645-84.3% | $10,133-88.1% |