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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 | $42,689 | $70,366-39.3% | $66,674-36.0% | $138,895-69.3% |
| Participation rate | 73.3% | 76.2%-2.8pp | 73.7%-0.3pp | 79.9%-6.6pp |
| Annual return | 14.85% | 386.41%-371.6pp | 321.24%-306.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,513 | $4,374+117.5% | $4,084+132.9% | $6,396+48.7% |
| Admin fee / account holder | $3,700 | $5,262-29.7% | $5,098-27.4% | $12,562-70.5% |