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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 | $19,546 | $75,962-74.3% | $154,108-87.3% | $64,173-69.5% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | 3.86% | 30.32%-26.5pp | 735.21%-731.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,444 | $3,175+8.5% | $5,081-32.2% | $3,470-0.7% |
| Admin fee / account holder | $1,213 | $5,589-78.3% | $13,411-91.0% | $4,887-75.2% |