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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 | $63,214 | $81,208-22.2% | $98,920-36.1% | $79,852-20.8% |
| Participation rate | 83.3% | 72.5%+10.8pp | 76.0%+7.3pp | 69.6%+13.7pp |
| Annual return | 13.14% | 60.99%-47.9pp | 196.47%-183.3pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,831 | $3,265-43.9% | $4,245-56.9% | $3,740-51.0% |
| Admin fee / account holder | $1,729 | $6,013-71.2% | $6,643-74.0% | $5,306-67.4% |