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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 | $17,046 | $108,897-84.3% | $100,378-83.0% | $145,877-88.3% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 17.73% | 58.17%-40.4pp | 49.41%-31.7pp | 551.28%-533.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,225 | $8,455+32.8% | $8,087+38.8% | $6,691+67.8% |
| Admin fee / account holder | $2,561 | $9,690-73.6% | $7,899-67.6% | $13,402-80.9% |