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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 | $147,556-74.3% | $129,031-70.6% | $198,609-80.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 12.19% | 37.41%-25.2pp | 34.67%-22.5pp | 202.70%-190.5pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,802 | $5,760+18.1% | $5,217+30.4% | $6,977-2.5% |
| Admin fee / account holder | $4,930 | $15,467-68.1% | $13,208-62.7% | $19,030-74.1% |