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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 | $33,989 | $82,674-58.9% | $125,363-72.9% | $68,495-50.4% |
| Participation rate | 94.7% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -15.72% | -5.97%-9.7pp | 572.15%-587.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,438 | $6,111+103.5% | $7,447+67.0% | $4,028+208.8% |
| Admin fee / account holder | $4,823 | $6,276-23.2% | $10,005-51.8% | $5,403-10.7% |