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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 | $68,725 | $81,664-15.8% | $70,476-2.5% | $158,966-56.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 9.53% | 208.59%-199.1pp | 109.12%-99.6pp | 302.95%-293.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,141 | $4,556+122.6% | $3,710+173.3% | $5,983+69.5% |
| Admin fee / account holder | $17,691 | $6,197+185.5% | $3,847+359.9% | $11,250+57.3% |