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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 | $44,447 | $45,152-1.6% | $73,845-39.8% | $59,632-25.5% |
| Participation rate | 77.8% | 64.0%+13.8pp | 73.4%+4.3pp | 68.7%+9.1pp |
| Annual return | 1.43% | 27.40%-26.0pp | 2267.91%-2266.5pp | 2041.32%-2039.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,888 | $2,574+12.2% | $3,583-19.4% | $3,192-9.5% |
| Admin fee / account holder | $1,516 | $3,516-56.9% | $4,881-68.9% | $4,297-64.7% |