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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 | $8,748 | $110,278-92.1% | $95,740-90.9% | $139,466-93.7% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 35.78% | 27.19%+8.6pp | 28.41%+7.4pp | 373.66%-337.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,874 | $4,674+132.6% | $4,244+156.2% | $6,712+62.0% |
| Admin fee / account holder | $2,161 | $6,613-67.3% | $5,676-61.9% | $11,409-81.1% |