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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 | $41,105 | $75,962-45.9% | $154,111-73.3% | $64,173-35.9% |
| Participation rate | 77.5% | 70.4%+7.1pp | 83.0%-5.5pp | 69.6%+7.9pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.18%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,199 | $3,175-30.7% | $5,081-56.7% | $3,470-36.6% |
| Admin fee / account holder | $3,822 | $5,589-31.6% | $13,411-71.5% | $4,887-21.8% |