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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 | $64,697 | $100,203-35.4% | $85,240-24.1% | $145,897-55.7% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 31.39% | 84.28%-52.9pp | 66.75%-35.4pp | 552.29%-520.9pp |
| Employer contribution / active EE | $55 | $3,242-98.3% | $2,735-98.0% | $4,663-98.8% |
| Participant deferral / active EE | $31,144 | $5,299+487.8% | $4,527+587.9% | $6,689+365.6% |
| Admin fee / account holder | $19,757 | $7,265+171.9% | $6,165+220.5% | $13,390+47.5% |