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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 | $37,765 | $95,979-60.7% | $74,551-49.3% | $135,380-72.1% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -6.16% | 56.97%-63.1pp | 32.53%-38.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,923 | $3,844-50.0% | $3,108-38.1% | $5,609-65.7% |
| Admin fee / account holder | $2,711 | $6,522-58.4% | $5,059-46.4% | $10,828-75.0% |