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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 | $106,692 | $79,633+34.0% | $93,786+13.8% | $68,490+55.8% |
| Participation rate | 73.3% | 75.4%-2.0pp | 81.0%-7.7pp | 67.9%+5.4pp |
| Annual return | -17.94% | -0.10%-17.8pp | -11.32%-6.6pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,328-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,616 | $5,158+8.9% | $6,100-7.9% | $4,028+39.4% |
| Admin fee / account holder | $2,424 | $6,871-64.7% | $7,184-66.3% | $5,403-55.1% |