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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 | $31,368 | $126,113-75.1% | $116,096-73.0% | $155,188-79.8% |
| Participation rate | 91.7% | 75.1%+16.5pp | 73.3%+18.3pp | 80.8%+10.9pp |
| Annual return | 15.41% | 391.72%-376.3pp | 326.25%-310.8pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,408 | $4,162-66.2% | $3,952-64.4% | $6,531-78.4% |
| Admin fee / account holder | $1,190 | $8,045-85.2% | $7,704-84.5% | $14,480-91.8% |