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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 | $116,871 | $138,072-15.4% | $123,549-5.4% | $135,382-13.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -0.17% | 153.69%-153.9pp | 119.20%-119.4pp | 519.77%-519.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,617 | $6,799-2.7% | $6,426+3.0% | $5,609+18.0% |
| Admin fee / account holder | $8,951 | $10,917-18.0% | $9,284-3.6% | $10,829-17.3% |