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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 | $19,945 | $59,107-66.3% | $86,439-76.9% | $68,495-70.9% |
| Participation rate | 76.5% | 75.2%+1.2pp | 80.3%-3.9pp | 67.9%+8.6pp |
| Annual return | -14.83% | -0.23%-14.6pp | 4395.55%-4410.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,987 | $5,901+69.2% | $6,952+43.7% | $4,028+148.0% |
| Admin fee / account holder | $704 | $5,637-87.5% | $6,732-89.5% | $5,403-87.0% |