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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 | $63,636 | $45,566+39.7% | $64,105-0.7% | $59,633+6.7% |
| Participation rate | 97.2% | 60.2%+37.1pp | 68.2%+29.1pp | 68.7%+28.6pp |
| Annual return | -0.39% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,758 | $2,057+34.1% | $2,822-2.3% | $3,192-13.6% |
| Admin fee / account holder | $10,699 | $3,268+227.4% | $4,499+137.8% | $4,297+149.0% |