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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 | $34,582 | $64,729-46.6% | $112,263-69.2% | $68,490-49.5% |
| Participation rate | 72.2% | 67.2%+5.1pp | 75.1%-2.8pp | 67.9%+4.3pp |
| Annual return | -14.56% | -11.40%-3.2pp | 27.49%-42.1pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,644 | $3,566+30.2% | $4,729-1.8% | $4,028+15.3% |
| Admin fee / account holder | $353 | $5,222-93.2% | $6,410-94.5% | $5,403-93.5% |