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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 | $54,753 | $73,009-25.0% | $90,760-39.7% | $68,486-20.1% |
| Participation rate | 75.9% | 70.8%+5.0pp | 75.7%+0.2pp | 67.9%+8.0pp |
| Annual return | -9.28% | -13.81%+4.5pp | -12.16%+2.9pp | -7.85%-1.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,610 | $3,626-0.4% | $4,565-20.9% | $4,028-10.4% |
| Admin fee / account holder | $461 | $5,896-92.2% | $8,444-94.5% | $5,404-91.5% |