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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 | $51,804 | $85,766-39.6% | $136,298-62.0% | $70,126-26.1% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 17.21% | 31.46%-14.2pp | 5156.27%-5139.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,551 | $5,051+89.1% | $6,247+52.9% | $3,332+186.7% |
| Admin fee / account holder | $2,371 | $5,421-56.3% | $9,244-74.3% | $4,645-49.0% |