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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 | $70,434 | $154,209-54.3% | $130,062-45.8% | $139,487-49.5% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 17.20% | 32.52%-15.3pp | -137.37%+154.6pp | 373.84%-356.6pp |
| Employer contribution / active EE | $530 | $5,292-90.0% | $4,322-87.7% | $4,755-88.9% |
| Participant deferral / active EE | $3,118 | $6,709-53.5% | $5,821-46.4% | $6,713-53.5% |
| Admin fee / account holder | $4,106 | $13,988-70.6% | $10,601-61.3% | $11,407-64.0% |