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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 | $37,122 | $87,016-57.3% | $63,244-41.3% | $125,389-70.4% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.0%+12.3pp | 83.2%+0.1pp |
| Annual return | -3.87% | 21.71%-25.6pp | -70.31%+66.4pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,716 | $3,939+95.9% | $2,953+161.3% | $5,352+44.2% |
| Admin fee / account holder | $6,472 | $11,954-45.9% | $5,893+9.8% | $9,541-32.2% |