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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 | $64,850 | $49,177+31.9% | $79,467-18.4% | $64,173+1.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.38% | -1.16%-1.2pp | 718.30%-720.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,552 | $2,821-45.0% | $3,704-58.1% | $3,470-55.3% |
| Admin fee / account holder | $7,574 | $3,839+97.3% | $5,104+48.4% | $4,887+55.0% |