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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 | $99,556 | $167,353-40.5% | $143,797-30.8% | $134,545-26.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.91% | 0.48%-14.4pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $930 | $5,620-83.4% | $4,952-81.2% | $4,742-80.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,185 | $18,096-93.5% | $14,679-91.9% | $11,431-89.6% |