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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 | $37,185 | $102,385-63.7% | $147,080-74.7% | $80,935-54.1% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 15.61% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,458 | $6,651+57.2% | $8,066+29.6% | $4,299+143.2% |
| Admin fee / account holder | $2,260 | $7,951-71.6% | $12,989-82.6% | $6,924-67.4% |