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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 | $7,049 | $67,823-89.6% | $52,425-86.6% | $137,256-94.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 8.62% | 219.11%-210.5pp | 302.12%-293.5pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,006 | $2,288-12.3% | $1,790+12.0% | $6,407-68.7% |
| Admin fee / account holder | $472 | $2,844-83.4% | $2,495-81.1% | $12,270-96.2% |