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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 | $75,990 | $93,345-18.6% | $119,126-36.2% | $87,485-13.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.90% | 19.08%-6.2pp | 282.11%-269.2pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,544 | $4,099+35.3% | $5,318+4.3% | $4,274+29.7% |
| Admin fee / account holder | $4,039 | $8,039-49.8% | $10,693-62.2% | $7,775-48.0% |