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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 | $67,425 | $125,190-46.1% | $105,624-36.2% | $145,897-53.8% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 14.91% | 225.22%-210.3pp | 116.20%-101.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,739 | $5,716+140.4% | $5,013+174.1% | $6,689+105.4% |
| Admin fee / account holder | $4,454 | $17,138-74.0% | $10,961-59.4% | $13,390-66.7% |