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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 | $126,112 | $107,809+17.0% | $90,657+39.1% | $135,380-6.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | -0.90%-6.1pp | 1.89%-8.9pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $20,500 | $3,872+429.5% | $3,424+498.7% | $5,609+265.5% |
| Admin fee / account holder | $1,667 | $5,931-71.9% | $4,994-66.6% | $10,828-84.6% |