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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 | $27,733 | $138,075-79.9% | $123,552-77.6% | $135,379-79.5% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,742 | $6,800-15.6% | $6,426-10.6% | $5,609+2.4% |
| Admin fee / account holder | $2,342 | $10,917-78.5% | $9,285-74.8% | $10,828-78.4% |