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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 | $45,629 | $100,911-54.8% | $90,440-49.5% | $158,966-71.3% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.6pp | 82.0%-8.6pp |
| Annual return | 20.30% | 1726.62%-1706.3pp | 1294.38%-1274.1pp | 302.95%-282.6pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,175 | $4,348+180.0% | $3,964+207.2% | $5,983+103.5% |
| Admin fee / account holder | $7,944 | $6,507+22.1% | $5,615+41.5% | $11,250-29.4% |