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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 | $64,406 | $156,616-58.9% | $133,346-51.7% | $198,609-67.6% |
| Participation rate | 87.0% | 77.7%+9.2pp | 72.8%+14.1pp | 82.4%+4.6pp |
| Annual return | 13.54% | 44.25%-30.7pp | 36.85%-23.3pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,683 | $4,920+15.5% | $4,332+31.2% | $6,977-18.5% |
| Admin fee / account holder | $1,423 | $17,468-91.9% | $14,264-90.0% | $19,030-92.5% |