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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 | $33,115 | $88,672-62.7% | $105,223-68.5% | $82,448-59.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.39% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,369 | $4,036+33.0% | $5,072+5.9% | $4,139+29.7% |
| Admin fee / account holder | $5,158 | $7,146-27.8% | $8,859-41.8% | $7,234-28.7% |