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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 | $20,052 | $59,116-66.1% | $86,438-76.8% | $68,486-70.7% |
| Participation rate | 73.2% | 75.2%-2.1pp | 80.3%-7.2pp | 67.9%+5.3pp |
| Annual return | -12.32% | -0.23%-12.1pp | 4397.19%-4409.5pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,493 | $5,902+162.5% | $6,952+122.8% | $4,028+284.7% |
| Admin fee / account holder | $3,130 | $5,639-44.5% | $6,733-53.5% | $5,404-42.1% |