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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 | $55,794 | $78,690-29.1% | $161,489-65.4% | $87,485-36.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.13% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,624 | $3,311+69.9% | $5,630-0.1% | $4,274+31.6% |
| Admin fee / account holder | $1,613 | $6,724-76.0% | $16,006-89.9% | $7,775-79.3% |