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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 | $187,514 | $108,882+72.2% | $96,754+93.8% | $154,746+21.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.12% | 98.39%-79.3pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,846 | $5,323+178.9% | $4,758+212.0% | $6,730+120.6% |
| Admin fee / account holder | $3,489 | $10,200-65.8% | $8,905-60.8% | $14,365-75.7% |