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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 | $16,181 | $75,962-78.7% | $154,108-89.5% | $64,173-74.8% |
| Participation rate | 72.3% | 70.4%+1.9pp | 83.0%-10.7pp | 69.6%+2.7pp |
| Annual return | -4.25% | 30.32%-34.6pp | 735.21%-739.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,230 | $3,175-29.8% | $5,081-56.1% | $3,470-35.7% |
| Admin fee / account holder | $597 | $5,589-89.3% | $13,411-95.6% | $4,887-87.8% |