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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 | $73,773 | $100,938-26.9% | $90,461-18.4% | $158,982-53.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 8.35% | 1727.20%-1718.9pp | 1294.76%-1286.4pp | 302.99%-294.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,463 | $4,350-66.4% | $3,964-63.1% | $5,983-75.6% |
| Admin fee / account holder | $1,905 | $6,510-70.7% | $5,617-66.1% | $11,252-83.1% |