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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 | $72,669 | $100,805-27.9% | $86,698-16.2% | $134,532-46.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.27% | 29.09%-39.4pp | 35.95%-46.2pp | 418.27%-428.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,524 | $5,339-52.7% | $4,656-45.8% | $6,401-60.6% |
| Admin fee / account holder | $3,397 | $10,925-68.9% | $7,493-54.7% | $11,429-70.3% |