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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 | $68,472 | $129,737-47.2% | $119,126-42.5% | $154,746-55.8% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 14.53% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,253 | $5,842+7.0% | $5,318+17.6% | $6,730-7.1% |
| Admin fee / account holder | $17,228 | $11,961+44.0% | $10,693+61.1% | $14,365+19.9% |