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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 | $89,773 | $67,352+33.3% | $60,899+47.4% | $134,509-33.3% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.1%+17.4pp | 81.2%+9.2pp |
| Annual return | -7.95% | 49.99%-57.9pp | 16.92%-24.9pp | 418.13%-426.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,363 | $4,539-25.9% | $3,817-11.9% | $6,400-47.5% |
| Admin fee / account holder | $2,921 | $4,585-36.3% | $3,225-9.4% | $11,427-74.4% |