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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 | $40,905 | $98,760-58.6% | $149,715-72.7% | $79,858-48.8% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 16.92% | 27.43%-10.5pp | 276.66%-259.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,501 | $5,681+14.4% | $6,842-5.0% | $3,740+73.8% |
| Admin fee / account holder | $4,917 | $6,053-18.8% | $9,310-47.2% | $5,306-7.3% |