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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 | $117,975 | $102,385+15.2% | $147,080-19.8% | $80,935+45.8% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 22.00% | 135.09%-113.1pp | 420.17%-398.2pp | 35.66%-13.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,861 | $6,651-26.9% | $8,066-39.7% | $4,299+13.1% |
| Admin fee / account holder | $35,833 | $7,951+350.6% | $12,989+175.9% | $6,924+417.5% |