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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 | $235,000 | $138,076+70.2% | $123,553+90.2% | $135,380+73.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -6.53% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,054 | $6,800+18.4% | $6,426+25.3% | $5,609+43.6% |
| Admin fee / account holder | $732 | $10,917-93.3% | $9,284-92.1% | $10,828-93.2% |