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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 | $15,530 | $68,097-77.2% | $62,929-75.3% | $137,256-88.7% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 17.21% | 1859.11%-1841.9pp | 1063.93%-1046.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,233 | $4,553-72.9% | $3,888-68.3% | $6,407-80.7% |
| Admin fee / account holder | $1,661 | $6,521-74.5% | $5,065-67.2% | $12,270-86.5% |