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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 | $44,816 | $82,678-45.8% | $125,391-64.3% | $68,490-34.6% |
| Participation rate | 78.0% | 75.1%+2.9pp | 82.4%-4.4pp | 67.9%+10.1pp |
| Annual return | 14.59% | -5.97%+20.6pp | 572.41%-557.8pp | -7.85%+22.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,566 | $6,111+105.6% | $7,448+68.7% | $4,028+212.0% |
| Admin fee / account holder | $939 | $6,277-85.0% | $10,009-90.6% | $5,403-82.6% |