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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 | $84,557 | $67,411+25.4% | $91,004-7.1% | $70,126+20.6% |
| Participation rate | 70.9% | 71.4%-0.5pp | 75.6%-4.7pp | 69.5%+1.4pp |
| Annual return | 19.89% | -40.16%+60.1pp | 4.60%+15.3pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,188 | $2,823+190.1% | $3,548+130.8% | $3,332+145.8% |
| Admin fee / account holder | $2,409 | $4,236-43.1% | $5,417-55.5% | $4,645-48.1% |