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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 | $103,664 | $58,828+76.2% | $78,002+32.9% | $62,881+64.9% |
| Participation rate | 73.1% | 71.1%+2.0pp | 75.5%-2.4pp | 69.3%+3.8pp |
| Annual return | 5.91% | 17.16%-11.2pp | 425.99%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,541 | $2,686+31.9% | $3,497+1.3% | $3,203+10.6% |
| Admin fee / account holder | $11,665 | $4,393+165.5% | $5,481+112.8% | $4,296+171.6% |