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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 | $28,596 | $152,542-81.3% | $117,498-75.7% | $134,509-78.7% |
| Participation rate | 86.7% | 77.1%+9.6pp | 70.6%+16.1pp | 81.2%+5.4pp |
| Annual return | -12.49% | 53.02%-65.5pp | 29.75%-42.2pp | 418.13%-430.6pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,007 | $4,819+3.9% | $4,071+23.0% | $6,400-21.8% |
| Admin fee / account holder | $1,836 | $7,006-73.8% | $5,646-67.5% | $11,427-83.9% |