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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 | $116,062 | $82,678+40.4% | $125,391-7.4% | $68,490+69.5% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -17.52% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $129 | $3,382-96.2% | $4,816-97.3% | $2,597-95.0% |
| Participant deferral / active EE | $10,870 | $6,111+77.9% | $7,448+45.9% | $4,028+169.9% |
| Admin fee / account holder | $9,285 | $6,277+47.9% | $10,009-7.2% | $5,403+71.9% |