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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 | $55,544 | $85,171-34.8% | $172,752-67.8% | $72,975-23.9% |
| Participation rate | 90.2% | 70.1%+20.2pp | 82.6%+7.6pp | 69.5%+20.8pp |
| Annual return | 18.47% | 27.32%-8.9pp | 802.97%-784.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,002 | $3,260+22.8% | $5,198-23.0% | $3,608+10.9% |
| Admin fee / account holder | $888 | $5,880-84.9% | $13,955-93.6% | $5,124-82.7% |