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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 | $58,644 | $78,707-25.5% | $117,861-50.2% | $70,126-16.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.45% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $5 | $2,223-99.8% | $3,786-99.9% | $2,343-99.8% |
| Participant deferral / active EE | $2,614 | $3,297-20.7% | $4,482-41.7% | $3,332-21.6% |
| Admin fee / account holder | $3,958 | $5,066-21.9% | $8,021-50.6% | $4,645-14.8% |