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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 | $102,664 | $88,672+15.8% | $105,223-2.4% | $82,448+24.5% |
| Participation rate | 83.0% | 67.9%+15.1pp | 75.0%+7.9pp | 68.1%+14.9pp |
| Annual return | 15.85% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,788 | $4,036+43.4% | $5,072+14.1% | $4,139+39.8% |
| Admin fee / account holder | $1,410 | $7,146-80.3% | $8,859-84.1% | $7,234-80.5% |