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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 | $39,898 | $180,459-77.9% | $154,108-74.1% | $135,380-70.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -0.52% | 888.21%-888.7pp | 735.21%-735.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $500 | $6,035-91.7% | $5,298-90.6% | $4,779-89.5% |
| Participant deferral / active EE | $3,754 | $5,806-35.3% | $5,081-26.1% | $5,609-33.1% |
| Admin fee / account holder | $9,061 | $16,145-43.9% | $13,411-32.4% | $10,828-16.3% |