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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 | $47,490 | $82,674-42.6% | $125,363-62.1% | $68,495-30.7% |
| Participation rate | 72.9% | 75.0%-2.2pp | 82.4%-9.5pp | 67.9%+5.0pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.15%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $562 | $3,382-83.4% | $4,815-88.3% | $2,596-78.4% |
| Participant deferral / active EE | $5,936 | $6,111-2.9% | $7,447-20.3% | $4,028+47.4% |
| Admin fee / account holder | $3,086 | $6,276-50.8% | $10,005-69.2% | $5,403-42.9% |