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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 | $43,340 | $53,063-18.3% | $124,206-65.1% | $82,637-47.6% |
| Participation rate | 92.7% | 58.4%+34.3pp | 69.6%+23.1pp | 68.1%+24.6pp |
| Annual return | 19.35% | 68.87%-49.5pp | 515.27%-495.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $14,419 | $2,644+445.3% | $3,968+263.4% | $4,126+249.5% |
| Admin fee / account holder | $7,152 | $4,281+67.1% | $5,929+20.6% | $7,339-2.5% |