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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 | $18,866 | $208,088-90.9% | $186,193-89.9% | $154,746-87.8% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.1%+15.7pp | 80.7%+12.2pp |
| Annual return | 17.93% | 89.97%-72.0pp | 78.03%-60.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,059 | $7,078-28.5% | $6,513-22.3% | $6,730-24.8% |
| Admin fee / account holder | $3,104 | $11,698-73.5% | $11,058-71.9% | $14,365-78.4% |