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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 | $68,366 | $100,139-31.7% | $85,187-19.7% | $145,884-53.1% |
| Participation rate | 70.8% | 74.1%-3.3pp | 67.5%+3.3pp | 80.3%-9.5pp |
| Annual return | 12.50% | 84.15%-71.6pp | 66.67%-54.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,858 | $5,296+67.3% | $4,525+95.8% | $6,690+32.4% |
| Admin fee / account holder | $2,877 | $7,262-60.4% | $6,162-53.3% | $13,392-78.5% |