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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 | $49,095 | $162,529-69.8% | $130,788-62.5% | $154,746-68.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.87% | 510.48%-495.6pp | 386.44%-371.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,563 | $4,808-25.9% | $4,137-13.9% | $6,730-47.1% |
| Admin fee / account holder | $473 | $7,669-93.8% | $6,673-92.9% | $14,365-96.7% |