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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 | $25,304 | $82,674-69.4% | $125,381-79.8% | $68,486-63.1% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.4%-10.8pp | 67.9%+3.7pp |
| Annual return | -6.57% | -5.97%-0.6pp | 572.31%-578.9pp | -7.85%+1.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,098 | $6,111+32.5% | $7,448+8.7% | $4,028+101.1% |
| Admin fee / account holder | $676 | $6,277-89.2% | $10,007-93.2% | $5,404-87.5% |