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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 | $60,259 | $77,920-22.7% | $149,723-59.8% | $75,177-19.8% |
| Participation rate | 87.9% | 65.6%+22.3pp | 78.8%+9.1pp | 67.2%+20.7pp |
| Annual return | 16.29% | 31.72%-15.4pp | 134.50%-118.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,399 | $3,411+58.3% | $5,682-5.0% | $4,126+30.8% |
| Admin fee / account holder | $4,437 | $5,951-25.4% | $13,215-66.4% | $5,651-21.5% |