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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 | $66,866 | $116,203-42.5% | $93,621-28.6% | $152,909-56.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.70% | 35.96%-14.3pp | 32.76%-11.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,702 | $4,605-41.3% | $4,070-33.6% | $5,851-53.8% |
| Admin fee / account holder | $391 | $10,751-96.4% | $7,890-95.0% | $11,601-96.6% |