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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 | $53,775 | $75,832-29.1% | $147,617-63.6% | $59,633-9.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 19.39% | 0.37%+19.0pp | 61.98%-42.6pp | 2041.45%-2022.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,238 | $3,131+35.4% | $4,895-13.4% | $3,192+32.8% |
| Admin fee / account holder | $2,694 | $5,986-55.0% | $11,612-76.8% | $4,297-37.3% |