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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 | $56,435 | $100,911-44.1% | $90,440-37.6% | $158,966-64.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 17.99% | 1726.62%-1708.6pp | 1294.38%-1276.4pp | 302.95%-285.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,276 | $4,348+67.3% | $3,964+83.6% | $5,983+21.6% |
| Admin fee / account holder | $11,240 | $6,507+72.7% | $5,615+100.2% | $11,250-0.1% |