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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 | $97,881 | $100,811-2.9% | $86,698+12.9% | $134,545-27.2% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -3.01% | 29.11%-32.1pp | 35.96%-39.0pp | 418.37%-421.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,080 | $5,339+70.1% | $4,656+95.0% | $6,401+41.8% |
| Admin fee / account holder | $5,859 | $10,926-46.4% | $7,492-21.8% | $11,431-48.7% |