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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 | $35,723 | $93,117-61.6% | $77,096-53.7% | $134,532-73.4% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -16.59% | 62.67%-79.3pp | 42.35%-58.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,455 | $5,241-53.2% | $4,429-44.6% | $6,401-61.7% |
| Admin fee / account holder | $779 | $6,948-88.8% | $5,428-85.7% | $11,429-93.2% |