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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 | $61,900 | $100,911-38.7% | $90,440-31.6% | $158,966-61.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 19.93% | 1726.62%-1706.7pp | 1294.38%-1274.5pp | 302.95%-283.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,195 | $4,348+42.5% | $3,964+56.3% | $5,983+3.5% |
| Admin fee / account holder | $4,102 | $6,507-37.0% | $5,615-26.9% | $11,250-63.5% |