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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 | $98,719 | $125,237-21.2% | $105,608-6.5% | $145,877-32.3% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 11.27% | 225.76%-214.5pp | 116.50%-105.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,089 | $5,711-63.4% | $5,010-58.3% | $6,691-68.8% |
| Admin fee / account holder | $2,828 | $17,287-83.6% | $11,028-74.4% | $13,402-78.9% |