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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 | $59,202 | $118,708-50.1% | $98,920-40.2% | $158,982-62.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.7pp |
| Annual return | 15.16% | 372.49%-357.3pp | 196.47%-181.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $364 | $3,334-89.1% | $2,689-86.4% | $4,763-92.3% |
| Participant deferral / active EE | $4,724 | $5,089-7.2% | $4,245+11.3% | $5,983-21.0% |
| Admin fee / account holder | $5,772 | $10,134-43.0% | $6,643-13.1% | $11,252-48.7% |