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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 | $37,966 | $97,125-60.9% | $86,233-56.0% | $137,256-72.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.19% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,802 | $5,180+31.3% | $4,559+49.2% | $6,407+6.2% |
| Admin fee / account holder | $4,930 | $9,725-49.3% | $8,342-40.9% | $12,270-59.8% |