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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 | $72,989 | $85,766-14.9% | $136,297-46.4% | $70,131+4.1% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 18.27% | 31.45%-13.2pp | 5156.16%-5137.9pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,547 | $5,051+69.2% | $6,247+36.8% | $3,332+156.5% |
| Admin fee / account holder | $2,455 | $5,420-54.7% | $9,244-73.4% | $4,645-47.2% |