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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 | $92,028 | $57,285+60.6% | $86,605+6.3% | $75,173+22.4% |
| Participation rate | 76.7% | 63.2%+13.5pp | 71.7%+5.0pp | 67.2%+9.5pp |
| Annual return | 19.08% | 2671.04%-2652.0pp | 591.39%-572.3pp | 160.65%-141.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,699 | $3,318+41.6% | $4,438+5.9% | $4,126+13.9% |
| Admin fee / account holder | $2,315 | $4,112-43.7% | $5,611-58.8% | $5,651-59.0% |