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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 | $82,433 | $138,076-40.3% | $123,553-33.3% | $135,380-39.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $870 | $5,152-83.1% | $4,628-81.2% | $4,779-81.8% |
| Participant deferral / active EE | $5,579 | $6,800-17.9% | $6,426-13.2% | $5,609-0.5% |
| Admin fee / account holder | $939 | $10,917-91.4% | $9,284-89.9% | $10,828-91.3% |