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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 | $53,707 | $131,835-59.3% | $108,582-50.5% | $273,972-80.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 5.57% | -91.57%+97.1pp | -51.70%+57.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,004 | $5,127-41.4% | $4,311-30.3% | $5,287-43.2% |
| Admin fee / account holder | $5,273 | $10,253-48.6% | $7,645-31.0% | $10,133-48.0% |