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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 | $40,980 | $167,353-75.5% | $143,797-71.5% | $134,545-69.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -7.97% | 0.48%-8.4pp | -0.04%-7.9pp | 418.37%-426.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,386 | $6,447+30.1% | $5,638+48.7% | $6,401+31.0% |
| Admin fee / account holder | $8,021 | $18,096-55.7% | $14,679-45.4% | $11,431-29.8% |