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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 | $46,826 | $68,398-31.5% | $94,664-50.5% | $75,173-37.7% |
| Participation rate | 94.7% | 76.1%+18.7pp | 80.8%+13.9pp | 67.2%+27.5pp |
| Annual return | 73.33% | 616.72%-543.4pp | 156.84%-83.5pp | 160.72%-87.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,112 | $6,537+54.7% | $7,417+36.3% | $4,126+145.1% |
| Admin fee / account holder | $2,774 | $5,324-47.9% | $7,222-61.6% | $5,651-50.9% |