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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 | $145,842 | $118,869+22.7% | $96,575+51.0% | $167,518-12.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.69% | 50.49%-34.8pp | 37.79%-22.1pp | 478.71%-463.0pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,035 | $4,616+52.4% | $3,849+82.8% | $6,342+10.9% |
| Admin fee / account holder | $3,521 | $8,067-56.4% | $6,182-43.0% | $12,312-71.4% |