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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 | $102,422-41.7% | $147,117-59.4% | $80,959-26.2% |
| Participation rate | 73.1% | 75.9%-2.7pp | 82.2%-9.1pp | 67.7%+5.5pp |
| Annual return | 18.25% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,970 | $6,652+49.9% | $8,065+23.6% | $4,300+131.8% |
| Admin fee / account holder | $6,038 | $7,953-24.1% | $12,993-53.5% | $6,925-12.8% |