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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 | $68,520 | $157,829-56.6% | $136,867-49.9% | $198,609-65.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.72% | 51.25%-35.5pp | 42.97%-27.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,167 | $5,463-5.4% | $4,924+4.9% | $6,977-25.9% |
| Admin fee / account holder | $671 | $11,107-94.0% | $10,340-93.5% | $19,030-96.5% |