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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 | $80,806 | $95,917-15.8% | $79,583+1.5% | $134,545-39.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -11.80% | -2.70%-9.1pp | 0.16%-12.0pp | 418.37%-430.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,850 | $4,694-39.3% | $3,986-28.5% | $6,401-55.5% |
| Admin fee / account holder | $1,112 | $9,132-87.8% | $6,835-83.7% | $11,431-90.3% |