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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 | $38,439 | $111,787-65.6% | $93,681-59.0% | $145,978-73.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.92% | 203.52%-192.6pp | 133.47%-122.6pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,830 | $4,918-62.8% | $4,415-58.6% | $6,690-72.6% |
| Admin fee / account holder | $960 | $10,256-90.6% | $8,290-88.4% | $13,400-92.8% |