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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 | $46,368 | $73,009-36.5% | $90,756-48.9% | $68,495-32.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -6.91% | -13.81%+6.9pp | -12.16%+5.2pp | -7.84%+0.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $21,806 | $3,626+501.3% | $4,565+377.7% | $4,028+441.4% |
| Admin fee / account holder | $7,370 | $5,896+25.0% | $8,445-12.7% | $5,403+36.4% |