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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 | $52,818 | $100,911-47.7% | $90,440-41.6% | $158,966-66.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 18.00% | 1726.62%-1708.6pp | 1294.38%-1276.4pp | 302.95%-284.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,965 | $4,348+129.2% | $3,964+151.4% | $5,983+66.6% |
| Admin fee / account holder | $3,016 | $6,507-53.7% | $5,615-46.3% | $11,250-73.2% |