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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 | $61,141 | $158,852-61.5% | $121,220-49.6% | $135,380-54.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -6.61% | -0.64%-6.0pp | 16.94%-23.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,150 | $4,006-46.3% | $3,345-35.7% | $5,609-61.7% |
| Admin fee / account holder | $11,114 | $6,515+70.6% | $5,021+121.4% | $10,828+2.6% |