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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 | $30,924 | $68,398-54.8% | $94,664-67.3% | $75,173-58.9% |
| Participation rate | 76.9% | 76.1%+0.8pp | 80.8%-3.9pp | 67.2%+9.7pp |
| Annual return | 18.82% | 616.72%-597.9pp | 156.84%-138.0pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,490 | $6,537+152.3% | $7,417+122.3% | $4,126+299.6% |
| Admin fee / account holder | $7,197 | $5,324+35.2% | $7,222-0.3% | $5,651+27.4% |