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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 | $52,353-17.2% | $120,225-64.0% | $82,448-47.4% |
| Participation rate | 92.7% | 58.3%+34.4pp | 69.6%+23.1pp | 68.1%+24.6pp |
| Annual return | 19.35% | 61.85%-42.5pp | 439.23%-419.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,419 | $2,627+448.9% | $3,999+260.6% | $4,139+248.3% |
| Admin fee / account holder | $7,152 | $4,363+63.9% | $5,696+25.6% | $7,234-1.1% |