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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 | $57,085 | $86,298-33.9% | $111,308-48.7% | $85,847-33.5% |
| Participation rate | 97.3% | 73.3%+23.9pp | 77.3%+19.9pp | 69.3%+27.9pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.67%-41.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,955 | $3,641+8.6% | $4,487-11.9% | $3,952+0.1% |
| Admin fee / account holder | $5,026 | $8,189-38.6% | $7,965-36.9% | $6,261-19.7% |