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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 | $28,538 | $72,071-60.4% | $68,368-58.3% | $137,256-79.2% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.0%-1.0pp |
| Annual return | 14.97% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,052 | $4,410-30.8% | $4,123-26.0% | $6,407-52.4% |
| Admin fee / account holder | $1,184 | $5,336-77.8% | $5,150-77.0% | $12,270-90.3% |