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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 | $31,871 | $105,200-69.7% | $159,474-80.0% | $85,847-62.9% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.8%-11.0pp | 69.3%+2.6pp |
| Annual return | 59.36% | 45.08%+14.3pp | 263.68%-204.3pp | 318.61%-259.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,341 | $5,946+57.1% | $7,353+27.0% | $3,952+136.3% |
| Admin fee / account holder | $1,963 | $6,934-71.7% | $10,802-81.8% | $6,261-68.6% |