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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 | $64,747 | $64,7290% | $112,263-42.3% | $68,490-5.5% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -15.75% | -11.40%-4.4pp | 27.49%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,227 | $3,566+102.7% | $4,729+52.8% | $4,028+79.4% |
| Admin fee / account holder | $4,971 | $5,222-4.8% | $6,410-22.4% | $5,403-8.0% |