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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 | $64,912 | $98,776-34.3% | $149,745-56.7% | $79,856-18.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.4pp |
| Annual return | 13.85% | 27.38%-13.5pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,371 | $5,681+29.7% | $6,843+7.7% | $3,741+97.1% |
| Admin fee / account holder | $2,099 | $6,053-65.3% | $9,312-77.5% | $5,306-60.4% |