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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 | $25,231 | $85,766-70.6% | $136,298-81.5% | $70,126-64.0% |
| Participation rate | 74.0% | 74.2%-0.2pp | 81.9%-7.9pp | 69.5%+4.5pp |
| Annual return | 19.77% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,527 | $5,051-30.2% | $6,247-43.5% | $3,332+5.9% |
| Admin fee / account holder | $785 | $5,421-85.5% | $9,244-91.5% | $4,645-83.1% |