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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 | $37,217 | $77,449-51.9% | $69,483-46.4% | $152,909-75.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.30% | 39.09%-18.8pp | 28.99%-8.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,238 | $4,415-26.7% | $3,537-8.5% | $5,851-44.7% |
| Admin fee / account holder | $3,930 | $6,210-36.7% | $3,841+2.3% | $11,601-66.1% |