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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 | $82,628 | $60,139+37.4% | $90,461-8.7% | $79,856+3.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.45% | 71.96%-55.5pp | 1294.76%-1278.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,125 | $2,939+40.4% | $3,964+4.0% | $3,741+10.3% |
| Admin fee / account holder | $3,063 | $3,978-23.0% | $5,617-45.5% | $5,306-42.3% |