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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 | $52,017 | $84,236-38.2% | $170,435-69.5% | $70,126-25.8% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 25.17% | 23.06%+2.1pp | 205.94%-180.8pp | 73.15%-48.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,552 | $3,086+15.1% | $4,939-28.1% | $3,332+6.6% |
| Admin fee / account holder | $15,179 | $5,698+166.4% | $13,881+9.4% | $4,645+226.7% |