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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 | $41,963 | $42,909-2.2% | $60,906-31.1% | $68,486-38.7% |
| Participation rate | 81.3% | 66.8%+14.5pp | 73.1%+8.2pp | 67.9%+13.4pp |
| Annual return | -15.38% | -13.99%-1.4pp | 16.94%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,886 | $2,866+0.7% | $3,814-24.3% | $4,028-28.4% |
| Admin fee / account holder | $377 | $3,104-87.9% | $3,227-88.3% | $5,404-93.0% |