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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 | $81,582 | $70,430+15.8% | $96,572-15.5% | $85,851-5.0% |
| Participation rate | 70.1% | 61.8%+8.3pp | 69.8%+0.3pp | 69.3%+0.8pp |
| Annual return | 12.92% | 18.58%-5.7pp | 37.79%-24.9pp | 318.63%-305.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,489 | $2,894+89.6% | $3,850+42.6% | $3,952+38.9% |
| Admin fee / account holder | $11,168 | $4,996+123.5% | $6,183+80.6% | $6,261+78.4% |