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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 | $66,353 | $81,258-18.3% | $105,218-36.9% | $59,633+11.3% |
| Participation rate | 75.8% | 75.4%+0.4pp | 77.2%-1.5pp | 68.7%+7.1pp |
| Annual return | 140.75% | 1.96%+138.8pp | 5.33%+135.4pp | 2041.45%-1900.7pp |
| Employer contribution / active EE | $550 | $2,562-78.5% | $3,255-83.1% | $2,203-75.0% |
| Participant deferral / active EE | $4,047 | $3,881+4.3% | $4,867-16.8% | $3,192+26.8% |
| Admin fee / account holder | $3,356 | $5,841-42.6% | $6,992-52.0% | $4,297-21.9% |