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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 | $52,674 | $100,911-47.8% | $90,440-41.8% | $158,966-66.9% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 18.05% | 1726.62%-1708.6pp | 1294.38%-1276.3pp | 302.95%-284.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,330 | $4,348+22.6% | $3,964+34.5% | $5,983-10.9% |
| Admin fee / account holder | $5,720 | $6,507-12.1% | $5,615+1.9% | $11,250-49.2% |