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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 | $45,816 | $75,962-39.7% | $154,108-70.3% | $64,173-28.6% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -4.51% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,769 | $3,175+18.7% | $5,081-25.8% | $3,470+8.6% |
| Admin fee / account holder | $2,149 | $5,589-61.5% | $13,411-84.0% | $4,887-56.0% |