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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 | $223,070 | $72,404+208.1% | $110,243+102.3% | $64,173+247.6% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.4pp | 69.6%+15.6pp |
| Annual return | -5.01% | -6.29%+1.3pp | 314.76%-319.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,649 | $3,469+178.1% | $4,672+106.5% | $3,470+178.1% |
| Admin fee / account holder | $1,689 | $5,664-70.2% | $8,548-80.2% | $4,887-65.4% |