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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 | $129,828 | $105,200+23.4% | $159,474-18.6% | $85,847+51.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.8%-10.1pp | 69.3%+3.4pp |
| Annual return | 15.82% | 45.08%-29.3pp | 263.68%-247.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,989 | $5,946-32.9% | $7,353-45.7% | $3,952+0.9% |
| Admin fee / account holder | $20,836 | $6,934+200.5% | $10,802+92.9% | $6,261+232.8% |