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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 | $22,555 | $125,778-82.1% | $114,563-80.3% | $154,746-85.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.9%+18.0pp | 80.7%+10.2pp |
| Annual return | 18.98% | 295.14%-276.2pp | 241.09%-222.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,854 | $4,445-13.3% | $4,142-6.9% | $6,730-42.7% |
| Admin fee / account holder | $338 | $8,190-95.9% | $7,623-95.6% | $14,365-97.6% |