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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 | $86,540 | $91,037-4.9% | $71,671+20.7% | $147,586-41.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.34% | 20.48%-8.1pp | 20.65%-8.3pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,261 | $4,498-5.3% | $3,438+23.9% | $5,439-21.7% |
| Admin fee / account holder | $2,815 | $8,613-67.3% | $5,558-49.4% | $10,886-74.1% |