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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 | $24,266 | $102,595-76.3% | $94,057-74.2% | $154,746-84.3% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 18.65% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,588 | $5,118-29.9% | $4,709-23.8% | $6,730-46.7% |
| Admin fee / account holder | $362 | $7,736-95.3% | $7,244-95.0% | $14,365-97.5% |