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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 | $117,940 | $167,352-29.5% | $143,788-18.0% | $134,509-12.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.21% | 0.47%-17.7pp | -0.03%-17.2pp | 418.13%-435.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,127 | $6,447+41.6% | $5,638+61.9% | $6,400+42.6% |
| Admin fee / account holder | $2,536 | $18,091-86.0% | $14,675-82.7% | $11,427-77.8% |