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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 | $63,933 | $85,766-25.5% | $136,298-53.1% | $70,126-8.8% |
| Participation rate | 72.1% | 74.2%-2.1pp | 81.9%-9.8pp | 69.5%+2.6pp |
| Annual return | 19.14% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,340 | $5,051+5.7% | $6,247-14.5% | $3,332+60.3% |
| Admin fee / account holder | $2,054 | $5,421-62.1% | $9,244-77.8% | $4,645-55.8% |