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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 | $166,903 | $99,652+67.5% | $78,778+111.9% | $147,586+13.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 9.59% | 47.28%-37.7pp | 35.62%-26.0pp | 578.59%-569.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,842 | $3,664+59.5% | $2,958+97.5% | $5,439+7.4% |
| Admin fee / account holder | $3,380 | $7,155-52.8% | $5,134-34.2% | $10,886-68.9% |