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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 | $29,392 | $72,071-59.2% | $68,368-57.0% | $137,256-78.6% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 14.02% | 353.14%-339.1pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,502 | $4,410-20.6% | $4,123-15.1% | $6,407-45.3% |
| Admin fee / account holder | $5,855 | $5,336+9.7% | $5,150+13.7% | $12,270-52.3% |