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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 | $14,527 | $56,134-74.1% | $96,192-84.9% | $85,851-83.1% |
| Participation rate | 88.4% | 56.7%+31.7pp | 68.4%+20.0pp | 69.3%+19.1pp |
| Annual return | 57.85% | 42.30%+15.6pp | 192.09%-134.2pp | 318.63%-260.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,505 | $2,858+22.7% | $4,351-19.4% | $3,952-11.3% |
| Admin fee / account holder | $1,233 | $3,769-67.3% | $5,539-77.7% | $6,261-80.3% |