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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 | $149,340 | $69,274+115.6% | $64,097+133.0% | $139,487+7.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.62% | 46.00%-34.4pp | 33.75%-22.1pp | 373.84%-362.2pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,818 | $4,685+66.9% | $3,881+101.4% | $6,713+16.5% |
| Admin fee / account holder | $802 | $4,247-81.1% | $3,070-73.9% | $11,407-93.0% |