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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 | $30,688 | $115,814-73.5% | $101,275-69.7% | $158,982-80.7% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 14.30% | 56.16%-41.9pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,056 | $4,958+2.0% | $4,371+15.7% | $5,983-15.5% |
| Admin fee / account holder | $492 | $7,249-93.2% | $5,948-91.7% | $11,252-95.6% |