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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 | $63,588 | $85,766-25.9% | $136,295-53.3% | $70,131-9.3% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 17.52% | 31.45%-13.9pp | 5155.97%-5138.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,260 | $5,051+23.9% | $6,247+0.2% | $3,332+87.9% |
| Admin fee / account holder | $7,150 | $5,420+31.9% | $9,243-22.7% | $4,645+53.9% |