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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 | $13,809 | $102,595-86.5% | $94,057-85.3% | $154,746-91.1% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 17.56% | 583.42%-565.9pp | 480.62%-463.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,361 | $5,118-14.8% | $4,709-7.4% | $6,730-35.2% |
| Admin fee / account holder | $386 | $7,736-95.0% | $7,244-94.7% | $14,365-97.3% |