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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 | $47,907 | $86,298-44.5% | $111,308-57.0% | $85,847-44.2% |
| Participation rate | 94.1% | 73.3%+20.8pp | 77.3%+16.8pp | 69.3%+24.8pp |
| Annual return | 13.88% | 19.99%-6.1pp | 54.67%-40.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,749 | $3,641-24.5% | $4,487-38.7% | $3,952-30.4% |
| Admin fee / account holder | $1,047 | $8,189-87.2% | $7,965-86.9% | $6,261-83.3% |