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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 | $39,471 | $51,638-23.6% | $68,368-42.3% | $82,448-52.1% |
| Participation rate | 90.2% | 63.6%+26.6pp | 73.8%+16.5pp | 68.1%+22.2pp |
| Annual return | 19.07% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,666 | $2,914+94.5% | $4,123+37.4% | $4,139+36.9% |
| Admin fee / account holder | $2,379 | $4,643-48.8% | $5,150-53.8% | $7,234-67.1% |