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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 | $72,597 | $79,449-8.6% | $189,575-61.7% | $85,847-15.4% |
| Participation rate | 80.6% | 66.0%+14.7pp | 78.4%+2.2pp | 69.3%+11.3pp |
| Annual return | 26.35% | 18.45%+7.9pp | 64.19%-37.8pp | 318.61%-292.3pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,330 | $4,051-42.5% | $6,174-62.3% | $3,952-41.0% |
| Admin fee / account holder | $373 | $5,377-93.1% | $9,806-96.2% | $6,261-94.0% |