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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 | $45,547 | $176,077-74.1% | $159,455-71.4% | $167,518-72.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 11.76% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-466.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,124 | $7,751-46.8% | $7,353-43.9% | $6,342-35.0% |
| Admin fee / account holder | $2,790 | $12,556-77.8% | $10,800-74.2% | $12,312-77.3% |