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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 | $66,779 | $105,856-36.9% | $90,161-25.9% | $147,586-54.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.24% | 37.63%-22.4pp | 34.89%-19.6pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,808 | $5,733+53.6% | $5,287+66.6% | $5,439+61.9% |
| Admin fee / account holder | $2,178 | $8,046-72.9% | $5,943-63.3% | $10,886-80.0% |