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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 | $46,975 | $125,778-62.7% | $114,563-59.0% | $154,746-69.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | 16.99% | 295.14%-278.1pp | 241.09%-224.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,552 | $4,445+204.9% | $4,142+227.2% | $6,730+101.4% |
| Admin fee / account holder | $598 | $8,190-92.7% | $7,623-92.2% | $14,365-95.8% |