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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 | $38,762 | $167,352-76.8% | $143,788-73.0% | $134,509-71.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.85% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,473 | $6,447+0.4% | $5,638+14.8% | $6,400+1.1% |
| Admin fee / account holder | $1,432 | $18,091-92.1% | $14,675-90.2% | $11,427-87.5% |