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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 | $56,273 | $91,179-38.3% | $178,499-68.5% | $79,852-29.5% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 11.47% | 24.19%-12.7pp | 151.10%-139.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,908 | $3,236-10.1% | $5,202-44.1% | $3,740-22.2% |
| Admin fee / account holder | $4,563 | $6,749-32.4% | $13,986-67.4% | $5,306-14.0% |