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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 | $80,133 | $77,816+3.0% | $123,552-35.1% | $64,173+24.9% |
| Participation rate | 71.1% | 74.7%-3.7pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | -4.03% | 12.49%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,136 | $5,240+55.3% | $6,426+26.6% | $3,470+134.5% |
| Admin fee / account holder | $12,964 | $5,519+134.9% | $9,285+39.6% | $4,887+165.2% |