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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 | $37,443 | $134,817-72.2% | $123,973-69.8% | $155,188-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.93% | 515.49%-505.6pp | 388.13%-378.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,410 | $5,706-22.7% | $5,247-16.0% | $6,531-32.5% |
| Admin fee / account holder | $414 | $13,245-96.9% | $11,799-96.5% | $14,480-97.1% |