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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 | $30,899 | $50,947-39.4% | $74,549-58.6% | $64,173-51.9% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.1%+7.3pp | 69.6%+6.9pp |
| Annual return | -7.21% | -1.85%-5.4pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,214 | $2,302-3.8% | $3,108-28.8% | $3,470-36.2% |
| Admin fee / account holder | $499 | $4,221-88.2% | $5,059-90.1% | $4,887-89.8% |