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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 | $125,952 | $100,805+24.9% | $86,698+45.3% | $134,532-6.4% |
| Participation rate | 85.0% | 79.0%+6.0pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -16.80% | 29.09%-45.9pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,632 | $5,339-32.0% | $4,656-22.0% | $6,401-43.3% |
| Admin fee / account holder | $8,296 | $10,925-24.1% | $7,493+10.7% | $11,429-27.4% |