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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 | $8,942 | $125,778-92.9% | $114,563-92.2% | $154,746-94.2% |
| Participation rate | 86.4% | 75.2%+11.2pp | 72.9%+13.5pp | 80.7%+5.7pp |
| Annual return | 18.93% | 295.14%-276.2pp | 241.09%-222.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,209 | $4,445-27.8% | $4,142-22.5% | $6,730-52.3% |
| Admin fee / account holder | $1,186 | $8,190-85.5% | $7,623-84.4% | $14,365-91.7% |