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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 | $36,416 | $84,684-57.0% | $73,835-50.7% | $125,388-71.0% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | -3.02% | 3123.93%-3126.9pp | 2268.13%-2271.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,486 | $3,993-37.7% | $3,583-30.6% | $5,352-53.6% |
| Admin fee / account holder | $408 | $5,691-92.8% | $4,880-91.6% | $9,541-95.7% |