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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 | $57,330+60.5% | $86,656+6.2% | $75,177+22.4% |
| Participation rate | 76.7% | 63.2%+13.5pp | 71.7%+5.0pp | 67.2%+9.5pp |
| Annual return | 19.08% | 2675.40%-2656.3pp | 593.09%-574.0pp | 160.75%-141.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,699 | $3,320+41.5% | $4,439+5.8% | $4,126+13.9% |
| Admin fee / account holder | $2,315 | $4,115-43.7% | $5,619-58.8% | $5,651-59.0% |