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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 | $51,212 | $129,737-60.5% | $119,126-57.0% | $154,746-66.9% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 10.90% | 379.08%-368.2pp | 282.11%-271.2pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,784 | $5,842-52.3% | $5,318-47.6% | $6,730-58.6% |
| Admin fee / account holder | $4,048 | $11,961-66.2% | $10,693-62.1% | $14,365-71.8% |