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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 | $59,719 | $47,479+25.8% | $62,929-5.1% | $82,448-27.6% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 13.05% | 20.34%-7.3pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,269 | $2,870-21.0% | $3,888-41.6% | $4,139-45.2% |
| Admin fee / account holder | $1,055 | $3,804-72.3% | $5,065-79.2% | $7,234-85.4% |