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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 | $36,470 | $232,540-84.3% | $185,117-80.3% | $147,586-75.3% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 18.52% | 43.03%-24.5pp | 40.50%-22.0pp | 578.59%-560.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,665 | $5,834-54.3% | $5,045-47.2% | $5,439-51.0% |
| Admin fee / account holder | $4,189 | $10,275-59.2% | $8,159-48.7% | $10,886-61.5% |