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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 | $78,429 | $91,911-14.7% | $68,612+14.3% | $135,380-42.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.49% | -8.22%-1.3pp | -4.63%-4.9pp | 519.81%-529.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,959 | $4,315-54.6% | $3,311-40.8% | $5,609-65.1% |
| Admin fee / account holder | $1,525 | $9,240-83.5% | $5,131-70.3% | $10,828-85.9% |