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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 | $85,353 | $100,901-15.4% | $75,501+13.0% | $147,586-42.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 13.26% | 35.78%-22.5pp | 27.35%-14.1pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,011 | $4,027+98.9% | $3,142+154.9% | $5,439+47.3% |
| Admin fee / account holder | $1,798 | $11,285-84.1% | $5,801-69.0% | $10,886-83.5% |