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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 | $43,142 | $77,638-44.4% | $156,551-72.4% | $62,881-31.4% |
| Participation rate | 95.3% | 71.2%+24.1pp | 84.0%+11.3pp | 69.3%+26.0pp |
| Annual return | 107.77% | 50.33%+57.4pp | 32.23%+75.5pp | 20.14%+87.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $899 | $3,046-70.5% | $4,871-81.5% | $3,203-71.9% |
| Admin fee / account holder | $800 | $5,561-85.6% | $13,028-93.9% | $4,296-81.4% |