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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 | $45,127 | $184,000-75.5% | $162,185-72.2% | $152,909-70.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 23.22% | 150.80%-127.6pp | 115.61%-92.4pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,005 | $8,033-50.1% | $7,297-45.1% | $5,851-31.5% |
| Admin fee / account holder | $2,426 | $13,124-81.5% | $10,844-77.6% | $11,601-79.1% |