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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 | $99,690 | $83,337+19.6% | $67,834+47.0% | $273,972-63.6% |
| Participation rate | 89.5% | 76.4%+13.0pp | 68.8%+20.7pp | 83.0%+6.5pp |
| Annual return | 4.69% | 259.45%-254.8pp | 138.47%-133.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,424 | $4,088+81.6% | $3,160+135.0% | $5,287+40.4% |
| Admin fee / account holder | $36,866 | $6,752+446.0% | $4,622+697.6% | $10,133+263.8% |