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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 | $68,801 | $118,875-42.1% | $96,572-28.8% | $167,553-58.9% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 10.08% | 50.50%-40.4pp | 37.79%-27.7pp | 478.89%-468.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,000 | $4,617-13.4% | $3,850+3.9% | $6,343-36.9% |
| Admin fee / account holder | $591 | $8,070-92.7% | $6,183-90.4% | $12,316-95.2% |