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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 | $111,226 | $94,529+17.7% | $140,019-20.6% | $64,173+73.3% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | -5.31% | 7.77%-13.1pp | 651.17%-656.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,833 | $5,250+11.1% | $6,927-15.8% | $3,470+68.1% |
| Admin fee / account holder | $2,435 | $6,741-63.9% | $10,705-77.3% | $4,887-50.2% |