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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 | $58,297 | $45,566+27.9% | $64,105-9.1% | $59,633-2.2% |
| Participation rate | 75.8% | 60.2%+15.6pp | 68.2%+7.6pp | 68.7%+7.1pp |
| Annual return | -0.94% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,994 | $2,057+94.2% | $2,822+41.5% | $3,192+25.1% |
| Admin fee / account holder | $1,305 | $3,268-60.1% | $4,499-71.0% | $4,297-69.6% |