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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 | $62,460 | $81,643-23.5% | $70,462-11.4% | $158,950-60.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.06% | 208.51%-199.4pp | 109.08%-100.0pp | 302.91%-293.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,441 | $4,555+41.4% | $3,710+73.6% | $5,983+7.7% |
| Admin fee / account holder | $4,937 | $6,194-20.3% | $3,845+28.4% | $11,248-56.1% |