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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 | $15,876 | $49,199-67.7% | $121,210-86.9% | $75,177-78.9% |
| Participation rate | 86.7% | 55.4%+31.2pp | 69.5%+17.1pp | 67.2%+19.5pp |
| Annual return | 34.23% | 56.04%-21.8pp | 987.41%-953.2pp | 160.75%-126.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,004 | $2,630+242.4% | $4,084+120.5% | $4,126+118.2% |
| Admin fee / account holder | $3,470 | $3,946-12.1% | $5,647-38.6% | $5,651-38.6% |