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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 | $10,215 | $110,039-90.7% | $97,260-89.5% | $145,884-93.0% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 11.81% | 244.44%-232.6pp | 75.54%-63.7pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,340 | $4,674-49.9% | $4,262-45.1% | $6,690-65.0% |
| Admin fee / account holder | $1,449 | $6,204-76.6% | $5,640-74.3% | $13,392-89.2% |