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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 | $80,576 | $52,911+52.3% | $73,309+9.9% | $59,633+35.1% |
| Participation rate | 93.9% | 68.2%+25.7pp | 74.9%+19.0pp | 68.7%+25.3pp |
| Annual return | -1.88% | 12.20%-14.1pp | 5.67%-7.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,296 | $4,069+5.6% | $4,991-13.9% | $3,192+34.6% |
| Admin fee / account holder | $2,100 | $3,835-45.2% | $5,635-62.7% | $4,297-51.1% |