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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 | $61,023 | $105,864-42.4% | $90,162-32.3% | $147,585-58.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.84% | 37.63%-15.8pp | 34.88%-13.0pp | 578.57%-556.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $22,303 | $5,733+289.1% | $5,287+321.8% | $5,439+310.1% |
| Admin fee / account holder | $1,090 | $8,046-86.5% | $5,943-81.7% | $10,885-90.0% |