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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 | $48,130 | $167,533-71.3% | $151,645-68.3% | $134,545-64.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -18.20% | 7.81%-26.0pp | 3.34%-21.5pp | 418.37%-436.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,831 | $8,985-12.8% | $8,363-6.4% | $6,401+22.3% |
| Admin fee / account holder | $327 | $13,781-97.6% | $11,614-97.2% | $11,431-97.1% |