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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 | $26,078 | $108,911-76.1% | $100,392-74.0% | $145,884-82.1% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 16.08% | 58.23%-42.1pp | 49.45%-33.4pp | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,500 | $8,459-11.3% | $8,090-7.3% | $6,690+12.1% |
| Admin fee / account holder | $576 | $9,698-94.1% | $7,904-92.7% | $13,392-95.7% |