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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 | $127,552 | $157,296-18.9% | $141,191-9.7% | $152,897-16.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.38% | 64.34%-41.0pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,383 | $7,111-52.4% | $6,710-49.6% | $5,851-42.2% |
| Admin fee / account holder | $42,677 | $12,125+252.0% | $10,264+315.8% | $11,599+267.9% |