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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 | $55,163 | $105,929-47.9% | $81,716-32.5% | $158,966-65.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.45% | 38.19%-32.7pp | 29.49%-24.0pp | 302.95%-297.5pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,381 | $13,007-66.3% | $7,108-38.4% | $5,983-26.8% |
| Admin fee / account holder | $8,697 | $8,492+2.4% | $5,159+68.6% | $11,250-22.7% |