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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 | $36,803 | $126,113-70.8% | $116,096-68.3% | $155,188-76.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 73.3%+12.4pp | 80.8%+4.9pp |
| Annual return | 15.05% | 391.72%-376.7pp | 326.25%-311.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,633 | $4,162+227.6% | $3,952+245.0% | $6,531+108.7% |
| Admin fee / account holder | $1,123 | $8,045-86.0% | $7,704-85.4% | $14,480-92.2% |