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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 | $62,988 | $99,079-36.4% | $78,002-19.2% | $273,972-77.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 5.89% | 217.93%-212.0pp | 425.99%-420.1pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,189 | $4,306-72.4% | $3,497-66.0% | $5,287-77.5% |
| Admin fee / account holder | $2,013 | $8,954-77.5% | $5,481-63.3% | $10,133-80.1% |