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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 | $25,672 | $73,863-65.2% | $143,797-82.1% | $68,490-62.5% |
| Participation rate | 72.9% | 66.7%+6.2pp | 80.3%-7.5pp | 67.9%+5.0pp |
| Annual return | 4.41% | 0.91%+3.5pp | -0.04%+4.5pp | -7.85%+12.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,743 | $3,385-19.0% | $5,638-51.4% | $4,028-31.9% |
| Admin fee / account holder | $5,388 | $5,756-6.4% | $14,679-63.3% | $5,403-0.3% |