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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 | $80,113 | $94,529-15.3% | $140,019-42.8% | $64,173+24.8% |
| Participation rate | 71.4% | 84.1%-12.7pp | 87.5%-16.1pp | 69.6%+1.9pp |
| Annual return | -4.94% | 7.77%-12.7pp | 651.17%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,701 | $5,250-48.6% | $6,927-61.0% | $3,470-22.1% |
| Admin fee / account holder | $890 | $6,741-86.8% | $10,705-91.7% | $4,887-81.8% |