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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 | $99,403 | $52,519+89.3% | $155,789-36.2% | $59,632+66.7% |
| Participation rate | 75.9% | 61.7%+14.2pp | 76.1%-0.2pp | 68.7%+7.2pp |
| Annual return | -0.97% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,366 | $3,084+74.0% | $4,798+11.8% | $3,192+68.1% |
| Admin fee / account holder | $1,774 | $3,540-49.9% | $7,477-76.3% | $4,297-58.7% |