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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 | $78,562-43.0% | $105,608-57.6% | $74,429-39.8% |
| Participation rate | 94.1% | 72.8%+21.3pp | 75.3%+18.8pp | 67.2%+26.8pp |
| Annual return | 15.34% | 15.94%-0.6pp | 116.50%-101.2pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $669 | $2,521-73.5% | $3,167-78.9% | $2,625-74.5% |
| Participant deferral / active EE | $3,487 | $4,321-19.3% | $5,010-30.4% | $4,348-19.8% |
| Admin fee / account holder | $4,843 | $2,217+118.5% | $11,028-56.1% | $1,944+149.1% |