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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 | $20,228 | $132,634-84.7% | $115,768-82.5% | $137,256-85.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.4%-4.4pp | 80.0%-10.0pp |
| Annual return | 11.10% | 160.70%-149.6pp | 100.46%-89.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,233 | $5,619-42.5% | $4,917-34.2% | $6,407-49.5% |
| Admin fee / account holder | $738 | $15,028-95.1% | $12,439-94.1% | $12,270-94.0% |