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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 | $95,155 | $176,402-46.1% | $134,162-29.1% | $158,966-40.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.74% | 63.66%-50.9pp | 36.35%-23.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,679 | $4,093-10.1% | $3,500+5.1% | $5,983-38.5% |
| Admin fee / account holder | $304 | $8,719-96.5% | $6,685-95.5% | $11,250-97.3% |