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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 | $31,064 | $91,525-66.1% | $130,026-76.1% | $75,181-58.7% |
| Participation rate | 93.0% | 71.4%+21.6pp | 78.5%+14.5pp | 67.2%+25.8pp |
| Annual return | 15.08% | -631.40%+646.5pp | -137.26%+152.3pp | 160.69%-145.6pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,316 | $4,342+45.5% | $5,821+8.5% | $4,126+53.1% |
| Admin fee / account holder | $8,249 | $6,778+21.7% | $10,608-22.2% | $5,650+46.0% |