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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 | $77,296 | $167,352-53.8% | $143,788-46.2% | $134,509-42.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.78% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-436.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,697 | $6,447-27.1% | $5,638-16.7% | $6,400-26.6% |
| Admin fee / account holder | $3,887 | $18,091-78.5% | $14,675-73.5% | $11,427-66.0% |