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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 | $87,898 | $103,008-14.7% | $90,304-2.7% | $152,897-42.5% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 17.28% | 95.22%-77.9pp | 78.13%-60.8pp | 345.43%-328.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,001 | $4,281-29.9% | $3,885-22.7% | $5,851-48.7% |
| Admin fee / account holder | $9,951 | $6,175+61.2% | $5,354+85.9% | $11,599-14.2% |