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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 | $39,622 | $67,823-41.6% | $52,425-24.4% | $137,256-71.1% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 16.65% | 219.11%-202.5pp | 302.12%-285.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,350 | $2,288+614.6% | $1,790+813.2% | $6,407+155.2% |
| Admin fee / account holder | $6,714 | $2,844+136.1% | $2,495+169.1% | $12,270-45.3% |