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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 | $60,498 | $63,346-4.5% | $92,240-34.4% | $70,126-13.7% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 16.00% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,692 | $2,854+99.5% | $3,897+46.1% | $3,332+70.8% |
| Admin fee / account holder | $396 | $3,841-89.7% | $5,194-92.4% | $4,645-91.5% |