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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 | $52,781 | $100,911-47.7% | $90,440-41.6% | $158,966-66.8% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.5pp | 82.0%+13.3pp |
| Annual return | 12.05% | 1726.62%-1714.6pp | 1294.38%-1282.3pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,960 | $4,348-31.9% | $3,964-25.3% | $5,983-50.5% |
| Admin fee / account holder | $1,251 | $6,507-80.8% | $5,615-77.7% | $11,250-88.9% |