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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 | $59,760 | $102,429-41.7% | $147,096-59.4% | $80,925-26.2% |
| Participation rate | 73.1% | 75.9%-2.7pp | 82.2%-9.0pp | 67.7%+5.5pp |
| Annual return | 18.25% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,970 | $6,649+50.0% | $8,071+23.5% | $4,299+131.9% |
| Admin fee / account holder | $6,038 | $7,957-24.1% | $13,005-53.6% | $6,940-13.0% |