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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 | $53,347 | $165,399-67.7% | $149,745-64.4% | $158,982-66.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.12% | 348.34%-325.2pp | 276.72%-253.6pp | 302.99%-279.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,102 | $7,183-29.0% | $6,843-25.4% | $5,983-14.7% |
| Admin fee / account holder | $37,757 | $10,811+249.2% | $9,312+305.5% | $11,252+235.6% |