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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 | $26,203 | $108,882-75.9% | $96,754-72.9% | $154,746-83.1% |
| Participation rate | 95.2% | 75.1%+20.2pp | 70.3%+25.0pp | 80.7%+14.5pp |
| Annual return | 24.98% | 98.39%-73.4pp | 82.04%-57.1pp | 172.34%-147.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,559 | $5,323+136.0% | $4,758+164.0% | $6,730+86.6% |
| Admin fee / account holder | $2,790 | $10,200-72.6% | $8,905-68.7% | $14,365-80.6% |