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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 | $7,317 | $110,093-93.4% | $97,295-92.5% | $145,897-95.0% |
| Participation rate | 84.2% | 75.9%+8.3pp | 72.7%+11.6pp | 80.3%+3.9pp |
| Annual return | 12.37% | 244.76%-232.4pp | 75.62%-63.3pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,507 | $4,678-25.0% | $4,264-17.8% | $6,689-47.6% |
| Admin fee / account holder | $438 | $6,212-92.9% | $5,646-92.2% | $13,390-96.7% |