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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 | $33,433 | $102,429-67.4% | $147,096-77.3% | $80,925-58.7% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | 23.86% | 135.02%-111.2pp | 419.75%-395.9pp | 35.65%-11.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,639 | $6,649+150.3% | $8,071+106.2% | $4,299+287.1% |
| Admin fee / account holder | $6,491 | $7,957-18.4% | $13,005-50.1% | $6,940-6.5% |