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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 | $70,960 | $103,038-31.1% | $90,324-21.4% | $152,909-53.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 17.14% | 95.25%-78.1pp | 78.15%-61.0pp | 345.46%-328.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,035 | $4,282-5.8% | $3,885+3.9% | $5,851-31.0% |
| Admin fee / account holder | $841 | $6,177-86.4% | $5,356-84.3% | $11,601-92.7% |