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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 | $44,796 | $78,607-43.0% | $105,624-57.6% | $74,478-39.9% |
| Participation rate | 94.1% | 72.8%+21.2pp | 75.3%+18.8pp | 67.2%+26.8pp |
| Annual return | 15.34% | 15.96%-0.6pp | 116.20%-100.9pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $669 | $2,523-73.5% | $3,168-78.9% | $2,626-74.5% |
| Participant deferral / active EE | $3,487 | $4,325-19.4% | $5,013-30.4% | $4,350-19.8% |
| Admin fee / account holder | $4,843 | $2,220+118.2% | $10,961-55.8% | $1,946+148.9% |