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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 | $48,907 | $180,459-72.9% | $154,108-68.3% | $135,380-63.9% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -3.35% | 888.21%-891.6pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,260 | $5,806-61.1% | $5,081-55.5% | $5,609-59.7% |
| Admin fee / account holder | $1,412 | $16,145-91.3% | $13,411-89.5% | $10,828-87.0% |