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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 | $83,577 | $67,396+24.0% | $60,919+37.2% | $134,545-37.9% |
| Participation rate | 70.8% | 76.2%-5.4pp | 73.1%-2.3pp | 81.2%-10.4pp |
| Annual return | -11.96% | 50.12%-62.1pp | 16.96%-28.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,607 | $4,534-42.5% | $3,814-31.7% | $6,401-59.3% |
| Admin fee / account holder | $5,604 | $4,590+22.1% | $3,228+73.6% | $11,431-51.0% |