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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 | $20,673 | $101,618-79.7% | $93,063-77.8% | $137,256-84.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.45% | 223.95%-207.5pp | 34.15%-17.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,451 | $4,279+120.9% | $3,958+138.8% | $6,407+47.5% |
| Admin fee / account holder | $6,665 | $6,198+7.5% | $6,033+10.5% | $12,270-45.7% |