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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 | $36,792 | $102,422-64.1% | $147,117-75.0% | $80,959-54.6% |
| Participation rate | 77.2% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 16.93% | 135.16%-118.2pp | 420.54%-403.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,956 | $6,652+49.7% | $8,065+23.4% | $4,300+131.5% |
| Admin fee / account holder | $1,971 | $7,953-75.2% | $12,993-84.8% | $6,925-71.5% |