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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 | $127,166 | $211,946-40.0% | $169,452-25.0% | $135,380-6.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.23% | 3.26%-9.5pp | 1.83%-8.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,280 | $6,075+135.0% | $5,277+170.6% | $5,609+154.6% |
| Admin fee / account holder | $2,325 | $11,472-79.7% | $9,110-74.5% | $10,828-78.5% |