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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 | $56,956 | $91,086-37.5% | $203,872-72.1% | $86,983-34.5% |
| Participation rate | 84.6% | 65.8%+18.8pp | 77.8%+6.8pp | 69.5%+15.1pp |
| Annual return | 13.54% | 22.30%-8.8pp | 85.11%-71.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,839 | $4,019+70.2% | $6,388+7.1% | $4,194+63.1% |
| Admin fee / account holder | $2,434 | $8,987-72.9% | $11,730-79.2% | $7,856-69.0% |