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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 | $39,622 | $174,018-77.2% | $136,833-71.0% | $198,609-80.1% |
| Participation rate | 90.0% | 65.1%+24.9pp | 59.0%+31.0pp | 82.4%+7.6pp |
| Annual return | 16.65% | 35.16%-18.5pp | 35.32%-18.7pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $16,350 | $2,873+469.0% | $2,441+569.9% | $6,977+134.3% |
| Admin fee / account holder | $6,714 | $5,434+23.6% | $4,706+42.7% | $19,030-64.7% |