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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 | $52,342 | $157,829-66.8% | $136,867-61.8% | $198,609-73.6% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 17.96% | 51.25%-33.3pp | 42.97%-25.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,875 | $5,463+135.7% | $4,924+161.5% | $6,977+84.5% |
| Admin fee / account holder | $5,907 | $11,107-46.8% | $10,340-42.9% | $19,030-69.0% |