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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 | $51,535 | $90,320-42.9% | $59,496-13.4% | $125,388-58.9% |
| Participation rate | 76.9% | 68.3%+8.6pp | 54.6%+22.4pp | 83.2%-6.3pp |
| Annual return | -0.33% | 369.13%-369.5pp | 182.05%-182.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,366 | $2,716+23.9% | $1,829+84.0% | $5,352-37.1% |
| Admin fee / account holder | $4,355 | $3,063+42.2% | $2,232+95.1% | $9,541-54.4% |