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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 | $51,206 | $142,409-64.0% | $119,634-57.2% | $134,545-61.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.82% | -12.46%-7.4pp | -14.98%-4.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,604 | $6,468+110.3% | $5,601+142.9% | $6,401+112.5% |
| Admin fee / account holder | $356 | $13,594-97.4% | $10,329-96.6% | $11,431-96.9% |