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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 | $50,820 | $97,020-47.6% | $83,322-39.0% | $135,379-62.5% |
| Participation rate | 72.7% | 80.4%-7.7pp | 77.8%-5.0pp | 82.6%-9.9pp |
| Annual return | 155.47% | 12.31%+143.2pp | 10.64%+144.8pp | 519.79%-364.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,699 | $5,964+29.1% | $5,565+38.4% | $5,609+37.3% |
| Admin fee / account holder | $490 | $8,426-94.2% | $7,540-93.5% | $10,828-95.5% |