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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 | $164,156 | $95,915+71.1% | $79,580+106.3% | $134,532+22.0% |
| Participation rate | 73.7% | 75.0%-1.4pp | 69.5%+4.2pp | 81.2%-7.5pp |
| Annual return | -12.60% | -2.71%-9.9pp | 0.15%-12.8pp | 418.27%-430.9pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,507 | $4,693-67.9% | $3,985-62.2% | $6,401-76.5% |
| Admin fee / account holder | $7,570 | $9,132-17.1% | $6,835+10.8% | $11,429-33.8% |