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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 | $17,799 | $65,423-72.8% | $98,477-81.9% | $85,856-79.3% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.3%+27.9pp |
| Annual return | 20.72% | 21.76%-1.0pp | 1493.59%-1472.9pp | 318.58%-297.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,629 | $3,167-48.6% | $4,276-61.9% | $3,952-58.8% |
| Admin fee / account holder | $1,670 | $4,594-63.7% | $5,951-71.9% | $6,261-73.3% |