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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 | $95,921 | $133,981-28.4% | $112,249-14.5% | $134,532-28.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -13.89% | 47.16%-61.0pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $705 | $4,040-82.6% | $3,636-80.6% | $4,741-85.1% |
| Participant deferral / active EE | $1,603 | $5,292-69.7% | $4,729-66.1% | $6,401-75.0% |
| Admin fee / account holder | $740 | $7,492-90.1% | $6,412-88.5% | $11,429-93.5% |