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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 | $81,643-15.8% | $70,462-2.5% | $158,950-56.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 9.53% | 208.51%-199.0pp | 109.08%-99.5pp | 302.91%-293.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,141 | $4,555+122.7% | $3,710+173.4% | $5,983+69.5% |
| Admin fee / account holder | $17,691 | $6,194+185.6% | $3,845+360.1% | $11,248+57.3% |