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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 | $57,737 | $85,766-32.7% | $136,298-57.6% | $70,126-17.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 15.61% | 31.46%-15.8pp | 5156.27%-5140.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,762 | $5,051-45.3% | $6,247-55.8% | $3,332-17.1% |
| Admin fee / account holder | $413 | $5,421-92.4% | $9,244-95.5% | $4,645-91.1% |