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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 | $90,537 | $52,911+71.1% | $73,309+23.5% | $59,633+51.8% |
| Participation rate | 95.0% | 68.2%+26.8pp | 74.9%+20.1pp | 68.7%+26.3pp |
| Annual return | 1.93% | 12.20%-10.3pp | 5.67%-3.7pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,802 | $4,069-6.6% | $4,991-23.8% | $3,192+19.1% |
| Admin fee / account holder | $3,076 | $3,835-19.8% | $5,635-45.4% | $4,297-28.4% |