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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 | $90,539 | $104,953-13.7% | $84,637+7.0% | $152,909-40.8% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 21.92% | 373.94%-352.0pp | 258.82%-236.9pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,181 | $4,691-32.2% | $3,900-18.4% | $5,851-45.6% |
| Admin fee / account holder | $2,637 | $6,244-57.8% | $4,914-46.3% | $11,601-77.3% |